My Accounts
Please click on the Tile below to access your selection:
iMony360 is our financial planning portal. Use this site to add, personalize, and track progress toward your planning goals. You can also create budgets and monitor your daily cash flow, as well as store important documents in a secure online vault.
Investor360° provides a detailed view of your investment accounts, including statements, trade confirmations, and tax documents. You can also link outside financial accounts to Investor360°, from any financial institution, giving you a complete view of your money. A mobile app is available for download in the Apple Store and Google Marketplace.
Riskalyze - Do you know your risk number?
Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics.
Wealthscape Investor will give you 24/7 access to your brokerage account data. A mobile app is available for download in the Apple Store and Google Marketplace.
To register: View the Wealthscape iDs Passwords and usernames(PDF) job aid for more information on registering, creating a custom username, and resetting a password. View this Client Approved Brochure Wealthescape Investor Brochure(PDF) - for an overview of the functionality available within the website.
Mutual Fund and Annuity Contact Info
800-345-2021 | 7am-5pm MST M-Fri | |
800-421-0180 | 6am-6pm MST M-Fri | |
800-221-5672 | ||
800-789-7771 | ||
800-782-6620 | 7am-4pm MST M-Fri | |
800-343-3548 | ||
800-632-2301 | 6:30am-6pm MST M-Fri | |
800-854-3649 | 6am-3pm MST M-Fri | |
800-999-1030 | 6am-6pm MST M-Fri | |
877-884-5050 | 7am-5pm MST M-Fri | |
800-369-5303 | 6:30am-4:30pm MST M-Fri | |
800-959-4246 | 6am-5pm MST M-Fri | |
800-644-4565 | 6am-6pm MST M-Fri | |
800-525-3713 | 7am-4pm MST M-Fri | |
800-824-0335 | 6am-4pm MST M-Fri | |
800- 906-3310 | 7am-4pm MST M-Fri | |
844-768-6777 | ||
800-225-2606 | 6am-5pm MST M-Fri | |
888-470-0862 | ||
800-722-4448 | 7am-6pm MST M-Fri | |
800-225-1581 | 6am-6pm MST M-Fri | |
800-841-1180 | ||
800-888-2461 | 8am-5pm MST M-Fri | |
800-632-8258 | ||
877-717-8858 | 6am-3:30pm MST M-Fri |
Long Term Care Account Access
800-308-0179 |
Bank Account Access
800-964-3444 | ||
800-289-1992 | ||
800-388-1326 | ||
716-366-4070 | ||
800-724-2440 | ||
800-872-2657 | ||
800-956-4442 |
Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company 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, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.