Client Links to Accounts
Client Links to Accounts
The following links will allow you to access your accounts
Brokerage Account at Osaic Wealth, Inc. (NetX Select)
Brokerage Account at American Funds
Brokerage Account at Fidelity
529 College Savings Plan At LoneStar 529
529 College Savings Plan At Fidelity
401(k) account through Paychex
401(k) account through Paychex Advisor Select
401(k) account through Empower Retirement
401(k) account through John Hancock Retirement Services
401(k) account through Principal
401(k) account through ADP Retirement Services
401(k) account through Lincoln
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.