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Access Your Accounts

We like transparency. 

That's why we make it easy to view all of your accounts in one place. To access your consolidated portfolio snapshot you'll need request access.  It's simple to do, just email a member of our team and we'll help you get started. If you already have a username and password click the "View Portfolio Snapshot" button below to log in. 

View Portfolio Snapshot

Request First time Access


Log in to view your investment performance

Log in to view your investment performance

Log in to view your Penn Mutual accounts

Log in to view your HTK investment accounts, request e-delivery and download tax documents

Log in to view your Brinker Capital accounts

Log in to view your Manning & Napier accounts

Log in to view your John Hancock accounts

Log in to view your Transamerica accounts

Log in to view your Jackson accounts

Log in to view your Nationwide accounts

Log in to view your City National Rochdale


My$

Welcome to My$. This is your "personal financial platform." The goal of My$ is to help you organize your financial life, and have all your "stuff" in one place. This will help you to simplify your finances, while offering a safe and secure personal financial dashboard. You will be able to access your financial picture from your smart phone, iPad or desktop. Our goal is to provide our clients with a dynamic, real time picture of their finances, which will allow us to collaborate with you to help you achieve financial peace of mind.

LOG-IN