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Find Your Accounts

 You can use these links to access your accounts online. To set up online access, you'll have to register for the secure client portal associated with the company you have your account with. 

SWP Portfolio

SWP Portfolio

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Pershing

Pershing

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National Financial Services(NFS)

National Financial Services(NFS)

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Orion/Schwab

Orion/Schwab

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American Funds

American Funds

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Franklin Templeton

Franklin Templeton

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Jackson National

Jackson National

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Invesco

Invesco

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John Hancock Annuties

John Hancock Annuties

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T. Rowe Price 401k

T. Rowe Price 401k

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Nationwide 401k

Nationwide 401k

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NY 529 - College Savings

NY 529 - College Savings

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Fidelity

Fidelity

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AssetMark

AssetMark

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First Eagle

First Eagle

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Prudential

Prudential

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Identity Theft Prevention- What Can You Do?

  1. Monitor Your Accounts: Under U.S. law, a consumer is entitled to one free credit report annually from each of the three major credit reporting bureaus, Equifax, Experian, & TransUnion. To order a free credit report, go to www.annualcreditreport.com or call toll-free, 1-877-322-8228.
  2. Protecting Your Identity: You have the right to add a free fraud alert to your credit file. It's your shield for 1 year, and businesses must verify your identity before extending credit. If you're an identity theft victim, you're entitled to get an extended fraud alert, which lasts 7 years. 
  3. Secure Your Credit: Instead of a fraud alert, you can opt for a 'credit freeze.' which blocks credit bureaus from sharing your report without your permission. While it safeguards against unauthorized credit, loans, and services, it may also slow down or prevent future credit approvals, so it is important to lift the 'credit freeze' before financing any large purchase. Remember, you can't be charged for placing or lifting a credit freeze under federal law. 

To request a 'credit freeze' individuals may need to provide some or all of the following information:

  • Full Name
  • Social Security Number
  • Date of Birth
  • Addresses for the prior two or 5 years
  • Proof of current address, such as a current utility bill or telephone bill.
  • A legible photocopy of a government-issued identification card (state driver's license or ID card, etc.); and 
  • A copy of the police report, investigative report, or complaint to a law enforcement agency concerning identity theft if they are a victim of identity theft.


To place a credit freeze or fraud alert, contact the major credit bureaus to safeguard your financial security.

Equifax

Equifax

1-888-398-0045

Equifax Fraud Alert, P.O. Box 105069

Atlanta, GA 30348-5069

Equifax Credit Freeze, P.O. Box 105788

Atlanta, GA 30348-5788

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Experian

Experian

1-888-397-3742

Experian Fraud Alert, P.O. Box 9554,

Allen, TX 75013

Experian Credit Freeze, P.O. Box 9554,

Allen, TX 75013

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TransUnion

TransUnion

1-800-916-8800

TransUnion Fraud Alert, P.O. Box 2000,

Chester, PA 19016

TransUnion Credit Freeze, P.O. Box 160,

Woodlyn, PA 19094

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Other Helpful Resources

Financial Calculators

Financial Calculators

Take the first step towards financial peace of mind. Explore our range of calculators to ease your worries about the future.

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Articles

Articles

Sit down with your morning coffee and explore our collection of handpicked articles about timely financial topics, helpful tips for saving, and other resources for financial education.

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Videos

Videos

Not much of a reader? Check out some videos that might help enhance your kowledge of finance.

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