As an independent advisor, we are able to work with our partners in order to employ a multi–platform strategy to help meet the needs of our clients. We have contracted with National Financial Services (Fidelity) and Charles Schwab to provide trade execution, custody of client assets, and clearing services for client accounts.
In addition to the regular monthly and quarterly statements most firms provide, we make secure, online performance reporting available to every single client.
Email us at firstname.lastname@example.org and we’ll send you a signup form (required for compliance).
If you have registered at Jackson’s website, log in and click on the Green Delivery/Get Startedbutton on the homepage. If you don’t have login information, just call the Jackson Service Center at 800.644.4565 and ask to enroll in paperless statements.
Call 800.515.2157 and Schwab will assist you in setting up a username and password to view your statements (Schwab will not send estatements to your email address; you need to log in through Schwab Alliance to view them).
If you have registered at Prudential’s website, log in and follow instructions for paperless statements. If you don’t have login information, just call the Prudential Service Center at 888.778.2888 and ask for assistance.