Broker Check

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
800-421-01806am-6pm MST M-Fri

 800-782-6620 7am-4pm MST M-Fri
 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- 906-33107am-4pm MST M-Fri
800-225-2606 6am-5pm MST M-Fri
 800-722-4448 7am-6pm MST M-Fri
800-225-1581 6am-6pm MST M-Fri
800-888-2461 8am-5pm MST M-Fri
877-717-8858 6am-3:30pm MST M-Fri

Long Term Care Account Access


Bank Account Access


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.