Client account access

To our clients, we say "Thank you!"  It is because of the many referrals from you to friends, family, and co-workers that we continue to grow.  We appreciate the opportunity to be of service to you and consider it the best compliment when you are willing to refer us to others.  We constantly strive to provide the best service in our industry and we appreciate this reward.  If you know others interested in an introductory consultation with one of our advisors, please let us know and we will be happy to touch base with them.

Transamerica Financial Advisors, Inc/Pershing LLC - If you already have a User Id and Password, please click on the NetExchange Client logo below to view your brokerage account information online.  If you don't have a User Id and Password please contact our office for help.

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TFA Capital Account performance reporting - If you have a fee based Pershing brokerage account that begins with 08H you can access performance information and your quarterly reports.  Please contact our office for a user name and password if you would like access to this system.  Once you have your user name and password click the logo below to login.

Consolidated Statements - This is your source for consolidated account information on all your accounts regardless of where they are held.  Instead of having to login to multiple websites to check your portfolio you will have one centralized place to view all your holdings.  Please contact our office for a user name and password.  Once you have your user name and password click the TFA logo below to login.

American Funds - Click on the logo below to login or register for online access.

Jackson National Life - Click on the logo below to login or register for online access.

Western Reserve Life - Click on the logo below to login or register for online access.