Important Web Links

Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites and remember to change your PIN or Password the first time you enter the web site for personal security.  

American Funds - Personal - This site is for those with personal assets at American Funds. The first time you log on you will need your American Funds Account Number. Your PIN will be the last 4 digits of your Social Security Number. (We strongly suggest you change your PIN when prompted!) For questions, call 1-800-421-0180.

American Funds - 401k's - This site is for those with 401k assets at American Funds. To log on to this site enter your Social Security Number. Your PIN is the last 4 digits of your Social Security Number. (We strongly suggest you change your PIN when prompted!) For questions, call 1-800-421-6019.

Franklin Templeton Mutual Shares - This site is for those with personal assets at Franklin Templeton.  To log on, enter the site and you will need an acccount number and Social Security Number.  For questions, call 1-800-DIAL-BEN.

Jackson National - Annuities - This site is for those with personal assets at Jackson National.  The first time you log on you will need your Contract Number, Social Security Number and Date of Birth.  For questions, call 1-800-644-4565. 

John Hancock - Annuities - This site is for those with 401k Assets @ John Hancock. To initially log on to this site, you will need a Contract Number and a PIN. You need these items to set-up account access. Your employer has your Contract Number and so does your financial advisor. John Hancock will mail you a PIN. For questions, call 1-800-395-1113.

John Hancock - 401k's - This site if for those with 401k Assets @ John Hancock. To initially log on to this site, you will need a Contract Number and a PIN. You need these items to set-up account access. Your employer has your Contract Number and so does your financial advisor (e-mail us and we will send it to you). John Hancock will mail you a PIN.  For questions, call 1-800-395-1113.

Prudential Annuities - This is for those clients with annuities at Prudential or the former American Skandia.  The first time you log on you will need your Contract Number, Social Security Number and Date of Birth.  For questions, call 1-800-752-6342.

Putnam Investments - This site is for those with personal assets at Putnam Investments. To log on and enter the site and you will need an account number and Social Security Number.  For questions, call 1-800-225-1581.

SEI - 401k's - This site is for those with 401k Assets @ SEI. You will need a Username and Password.  For questions, call 1-877-734-1232.

SEI - Personal - This site is for those with personal assets @ SEI. You will need your most current statement. The system will ask for account balances and then lead you to set-up prompts.  For questions, call 1-800-734-1003.