Account Access

Alliance Bernstein / CollegeBound Fund
Click on this link, and then click the drop down menu in the upper right hand corner of the new page where it says “Choose an account” to get access to your Alliance Bernstein or CollegeBound Fund account.

Franklin Templeton
Click here to get access to your Franklin Templeton account.

FTJ Fundchoice
Click here to get access to your Orion Portfolio Solutions account.

ING Annuities
Click on this link to get access to your ING Variable Annuity.

Lincoln Benefit Life
Please click on Annuity and then enter your username and password to the left of the page for account access.

Met Life
Enter your username and password to the right for account access.

Prudential / American Skandia Annuities
Simply enter your username and password and then click “login”. If you have not already registered, click on “Register”. You will need your contract number handy when you register.

Riversource Annuities
Click here for access to your Riversource account.

TD Ameritrade
TO ESTABLISH A USER ID:  Please contact the TD Ameritrade Technology Department @ OR 800-431-3500, (option 3)

Once your USER ID has been established, please

1. Go to and enter the following information:


Password: the last six digits of your Social Security Number OR Trust Tax ID #

Then click “Login.”

Get in Touch

Call us toll free at (866) 508-5175 or click the button below to set up a free consultation. We’ll be happy to answer your questions!

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