Account Access
Brighthouse Financial
Create new login and register your account: https://login.brighthousefinancial.com/login.do
Charles Schwab
Please go to www.client.schwab.com and click on “New user” to get started
Investors Heritage
Follow the link at https://investorsheritage.com/ and click the Client Portal link under the Wealth tab to create your account.
Jackson
Follow the link and register your account: https://www.jackson.com/login/register.xhtml
Lincoln Financial
Follow the link and register your account: https://www.lincolnfinancial.com/public/individuals
Follow the link and click Sign Up Today: https://www.nationwide.com/personal/investing/annuities/online-access-benefits/
Click the following link to get access to your Orion account (client portal OPS): https://orion.com/
Prudential
Follow the link and register your account: https://www.prudential.com/login
Get in Touch
If you have questions about accessing your account call our office at (586) 226-2100 or click the button below to set up a free consultation. We’ll be happy to answer your questions!
Contact Us
Summit Financial Consulting
Working With People You Trust.
43409 Schoenherr Road, Sterling Heights, MI 48313
Phone: 586-226-2100
Fax: 586-226-3584
info@summitfc.net
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Our Office
Summit Financial Consulting
The Fine Print
Investment advisory services are offered through Summit Financial Consulting LLC, an SEC registered investment advisory firm. Registration with the SEC does not imply a certain level of skill or training. Summit Financial Consulting LLC is not affiliated with or endorsed by the Social Security Administration or any government agency. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Financial Consulting LLC.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.