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Broker Check

View Your Accounts

 

To view your Brokerage Account through "Wealthscape Investor", click on the "Wealthscape Investor" logo above. You can view your positions, check recent trade history, and get your balance as well. First time users: after clicking on the hyperlink above, just click "Register" right below the blue "Sign In" button and it will be very easy to start the registration process. Just enter the requested information and it will help you establish a User ID and Password for current and future use of this site.

 


To View Your Securities America Managed Opportunities Account, click on the Managed Opportunities logo above. Then you will need your user name and password to access your account. For first time users, please contact me at 412.409.2905 and I will get you your User ID and temporary Password. Once you enter the site with your temporary Password, it will immediately prompt you to establish a new one.

 

To View Your American Funds Account, click on the American Funds logo above. Then click on Login. You will need your account number and password. New users click Login and scroll down to "Log in for the first time". Please contact me with any questions or concerns you may have accessing your account.

 

To View Your Midland National Policy, click on the Midland National logo above. Then click Policyowners, then click Policyowners Home and then under the center photo click on My Policies. You will need your user name and password to access your policy information. Please contact me with any questions or concerns you may have accessing your account.

 

To View Your Nationwide Financial Account, click on the Nationwide Financial logo above. Then you will need your user name and password. Please contact me with any questions or concerns you may have accessing your account.

 

To View Your Principal Funds Account click on the Principal Funds logo above. In the upper left of the login page, select the login type as "personal" and click Go. You will need to enter your social security number and Password. If this is the first time you are visiting the site, you will need to establish a Password. Instructions are there to create, change, or reset your Password, and there is also a toll-free 800 number to call Principal if you need further assistance to set up your Password. Please contact me with any questions or concerns you may have in accessing your account.

 

To View Your Putnam Investments Account, click on the Putnam Investments logo above. You will need to enter your social security number and Password. If this is the first time you are visiting the site, you will need to establish a Password. Instructions are there to establish your Password, and there is also a toll-free 800 number to call Putnam Investments if you need further assistance to set up your Password. Please contact me with any questions or concerns you may have in accessing your account.

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