Client Login

Client Account Access

Our clients may use this resource to access their accounts held by the following companies.  Clients may click on the logos below to access their accounts online.  If you have not set up a username and password, please contact your advisor to configure this access.



HTK / Pershing

Brokerage Accounts, Retirement Accounts, Retirement Plans

Manning & napier advisors, inc.




Manning & Napier Advisors, Inc.
Managed Money, Mutual Funds

Genworth financial




Genworth Financial

Managed Money

Fidelity investments


Fidelity Investments

Mutual Funds, 529 Accounts

PennMutual


Penn Mutual
Life Insurance, Annuities

eMoney advisor\


eMoney

Private Client Websites, Fee-Based Plans