CONNECT

Address:

16935 W. Bernardo Dr., Suite 223
San Diego, CA 92127

Phone:

858-676-3300

Fax/Other:

858-676-3308

Access Your Account

Click on the link below to access your accounts. You will be asked to create a login id & password or if you have already done so simply enter your log on information. For first time Pershing access your User ID will be your account number without dashes and your temporary password will be the letters ai followed by your six digit date of birth. For first time Oneview access your temporary password is AFAS25.


Pershing Brokerage Account

Oneview Account Access

SEI Account Access

 

Annuities

Ameritas

AXA/Equitable

The Hartford

ING

John Hancock (Manulife)

Nationwide

Pacific Life

Prudential

SunLife Financial


Mutual Funds                                                                          

Alliance Bernstein

American Funds

Columbia Funds

Credit Suisse

Delaware Investments

DWS

Fidelity Advisor Funds

Franklin Templeton

Hartford Mutual Funds

Highland Funds

Invesco

John Hancock Funds

John Hancock 529

Oppenheimer Funds

Putnam Funds

RS Funds

Seligman

 

REITs

Behringer Harvard

CNL Group

Community National Bank

Cole Companies

Inland Real Estate

Wells Real Estate Funds

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 web sites. 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 and 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 you are linking to.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck