Broker Check

Access My Accounts

Click on the following links to access your accounts. Please call 419-923-2331 if you have questions.

Advisory/Brokerage Account Access (HD Vest)  (Click "Login to H.D.Vest Access Online, the click "Sign up").  Enter your information on the secure site.  If you have difficulty verifying or setting up your account, call 1-866-552-3312.  They will walk you through the process.  Your rep account number is Bridget Raab #F2GR.

American Funds Online Access (Individual Investors, click "New User?")

MFS Online Access (Click MFS Access and "Sign up for MFS Access on Right")

Oppenheimer Online Access (Right side "Register Now")

Putnam Online Access  (Click on "Need Password")

Delaware Online Access (Under "Access your Account..click dropdown and click "Individuals" then go to New Users)

Wells Fargo Online Access  (Click "Register for account access")

 Blackrock Online Access (Click "Access Your Blackrock account", then click "Click here to access your account")