Broker Check

Account Access

Access to Brokerage and Fee Accounts:
www.netxinvestor.com
- Click “LOGIN”.
- Enter “Financial Organization Number” and “ID” from your access letter.
- First time users request “NetExchange Client Request” form #128 from your Financial Advisor at 847-498-2220. Access    letter will be mailed to you after form is submitted.

Access to Accounts Held at Mutual Fund Companies:

AXA:
www.axa-equitable.com
- Click “Individual Investors”.
- Click “Life Insurance and Annuity”.
- First time users click “Register”.

Fidelity Advisor:
https://login.fidelity.com/ftgw/Fidelity/FIISCust/Login/Init
- First time users clink “Online Registration”. See your latest statement for
Fund and Account Numbers: “FFFF-AAAAAAAAAAAA”.

Franklin Templeton:
www.franklintempleton.com
- First time users click “Register for Account Access”.

Oppenheimer:
www.oppenheimerfunds.com
- First time users click “New. Register now”.

Putnam:
www.putnam.com
- Click “Individual Investors”.
- Click “My Accounts”.
- First time users click “Register for a password”.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. 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. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing.   The prospectus contains this and other information about the funds.  Contact your registered representative or the fund company to obtain a prospectus which should be read carefully before investing or sending money.