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Useful Information and External Links to your Accounts

 

I have provided this page as a resource to my clients to have information and access to many of the resources that we use in accomplishing your financial strategy.  Your primary login and account information is available through AXA Equitable: available through the login button on the top right of your screen.

Below is a list of third party links and resources to help you in managing your assets and planning with me:

Primary Outside Investment Companies:

You will use these if you want to login in directly with an investment company that we are using directly.  Your accounts will still show up on your account listing on AXA Equitable, but logging in directly to your accounts with the investment provider may give you more background information and ability to make transactions yourself.

American Funds: www.Americanfunds.com

Blackrock CollegeAdvantage 529: https://nge01.bnymellon.com/NextGenV4/dflt/Login.blk

Fidelity: www.Fidelity.com

Oppenheimer: https://www.oppenheimerfunds.com/investors/

Franklin Templeton: www.Franklintempleton.com

 

Annuity, Life, and Disability Insurance Companies:

You will use these if you want to login in directly with an isurance company that we are using outside of AXA Equitable or MONY.  Your accounts may not show up on your account listing on AXA Equitable.com and logging into the company directly may be your only resource of obtaining policy information without contacting me directly, which of course you may do at anytime.

Banner Life: www.lgamerica.com/newcsloginban.htm

Genworth: www.Genworth.com

ING: http://ing.us/account-login

Jackson National: www.jackson.com/Index.jsp

John Hancock: www.johnhancock.com

Metilfe: www.Metlife.com

Principal: www.Principal.com

The Standard Life Insurance Company: www3.Standard.com

Transamerica: https://afp.transamerica.com/myta/

 

This is not an exhaustive list but should provide you with most of the information that you will need to access any of your account/policy information that you hold with me.  If you cannot find what you are looking for or have further questions and/or problems, please feel free to contact us at any time by using the information below:

Phones: Work: (614) 441-9605 Cell: (614) 783-2000 Fax: (614) 441-8455
Electronic: Email me Fillable online form Request an Appointment.