The client center is designed to provide you with access to the information you need to help manage your wealth. From access to accounts online to Social Security, FDIC, and IRS information, the client center enables you to find the information you need. For more educational information, please go to the Learning Center tab at the top of your screen.
Online Account Access
If you have your accounts set up to access them online, please click on the appropriate icon below. If you would like to access your accounts online, please contact us at firstname.lastname@example.org to enroll.
To Access Security Accounts
For Pershing Accounts click:
For Asset Mark Accounts click:
To Access Variable Annuities
For Voya Variable Annuities click:
For Best of America Variable Annuities click:
You should consider investment objectives, risk, and charges and expenses of a variable annuity carefully before investing. To obtain a free prospectus containing this and other information about a variable annuity, contact Jeff McKay at 206-973-4488 Option 3. Office located at 6000 Southcenter Blvd Ste 70 Tukwila, WA 98188. Please read the prospectus carefully before you invest.
For information on Social Security you may access the Social Security website by clicking here.
For an estimate of Social Security Benefits, click here for Benefit Calculators.
Federal Deposit Insurance Corporation
The Federal Deposit Insurance Corporation (FDIC) is an independent agency created by the Congress that maintains the stability and public confidence in the nation’s financial system by insuring deposits, examining and supervising financial institutions, and managing receiverships. For more information, click here to be directed to the FDIC website.
Money Market Funds
Many clients are concerned about the stability of the money market funds that they hold. Please click here to access information on the U.S. Treasurey Department's Guarantee Program for Money Market Funds.
For current tax updates, we direct you to the Internal Revenue Services website.
We have IRS Publications and Tax Forms, Tax Calculators, Rates, Calendars and Glossary on our Tax Library under the Learning tab at the top of the page.