View Client Account

Advisor Enterprise

Advisor Enterprise allows you access your portfolios at all times. Review your consolidated holdings across accounts and investments and take a comprehensive view of your wealth with the ability to dig into holdings, transactions and investment performance.

http://www.advisorlogin.com/redirect_login.cfm


SEI Client Account Information

Clients using the professional money management provided by SEI can check their personal accounts and portfolio through this link. SEI currently manages over $25 billion in assets for institutions and individuals of high net worth. SEI hires professional money managers to manage it’s own proprietary mutual funds covering 11 different asset classes and packaged into 20 different investment portfolios.

https://www.portfolioaccess.com/iag/


AssetMark Client Account Information

Clients using the professional money management provided by AssetMark can check their personal accounts and portfolio through this link. AssetMark Investment Services, Inc. is an industry leading provider of asset management consulting services. AssetMark currently provides services to over 800 financial advisors, and administers 10,000 individual client portfolios representing $1.4 billion of total assets.

https://www.assetmark.com/


Lockwood Client Account Information

Clients using the professional money management provided by Lockwood can check their personal accounts and portfolio through this link. Access to 50 institutional money managers representing over 90 different investment styles and commanding over $500 billion in assets.

http://www.ma-link.com/visitorlogin.htm


Niemann Capital Management

Clients using the professional money management provided by Niemann Capital Management can check their personal accounts and portfolio through this link. NCM was founded in 1991 with the mission to provide managed account services for product defined universes including no-load mutual funds, variable annuities and variable universal life to investment professionals.

http://www.ncm.net/

 

 

915 South 21st Street
Fort Smith, AR 72901
Tel: 800-783-7088
Fax: 479-783-7088
Email: richard@rjcplanning.com

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. NFP Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is NFP Securities, Inc. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.