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
Nationwide
Follow the link and click Sign Up Today: https://www.nationwide.com/personal/investing/annuities/online-access-benefits/
Orion
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
* The inclusion of any link is not an endorsement of any products or services by Summit Financial Consulting LLC. All links have been provided only as a convenience. When you use one of these links, you are no longer on this site and are subject to the privacy of that new site.
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 LLC
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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Advisory services are offered through Summit Financial Consulting LLC, DBA Summit Financial Working With People You Trust, an SEC Investment Advisor. Registration with the SEC or being registered as a registered investment adviser does not imply a certain level of skill or training. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Health Services, LLC and Summit Insurance Services, LLC. Tax products and services are offered through Summit Tax Services LLC. Summit Financial Consulting LLC, Summit Health Services LLC, Summit Tax Services LLC, and Summit Insurance Services, LLC are affiliated entities.
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