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Consolidated and Aggregated Account Information

 

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  • Review your consolidated holdings across accounts and investments.
  • View your outside assets and liabilities with the CashEdge account aggregation tool. Click here for demo.

For information to activate your own "Consolidated Holdings Account"  - click here

 

Managed Account Access

TD Ameritrade Institutional - 800-431-3500 Opt#2
Curian Capital - 877-847-4143 Mail

 

 

Employer Account Access
Westminster - Schwab Pension | Great West 457

 

Mutual Fund and Annuity Account Access  
American Century  
American Funds 800-421-0180 6am-6pm MST M-F  
Alliance Bernstein  
Aviva (Amerus)  
AXA Equitable VA 800-789-7771 Mail  
Dreyfus Funds  
Fidelity Funds  
Franklin Templeton  
Gartmore Funds  
Global Real Estate  
Great American 888-479-8556  
Hartford VA  
IShares  
ING Reliastar 877-884-5050 x1  
ING USA  
Invesco Funds 800-959-4246 Mail  
Jackson National VA 800-644-4565 Mail  
Janus Funds 800-525-3713 Mail  
John Hancock VA 800-344-1029 Mail  
LSW Index (800) 906-3310 7am-4pm MST Mon-Fri Mail  
Lincoln Benefit 800-525-9287 Mail  
MFS Funds 800-225-2606 Mail  
Oppenheimer 888-470-0862  
Pacific Life  
Prudential VA  
Putnam Funds 800-225-1581 Mail  
Royce Funds  
SBG  800-888-2461 x222 Mail  
NEA Valuebuilder  800-632-8258 Mail  
Transamerica 877-717-8858 Mail  

 

 

Life and Long Term Care Account Access

MetLife 800-308-0179

 

 

Bank Account Access
1ST Bank       Contact Us 800-964-3444
ING Direct      Contact Us 888-464-0727
Inner Lakes Credit Uniion Contact Us 800-388-1326
Lakeshore Savings Contact Us 716-366-4070
M & T Bank Contact Us 800-724-2440
US Bank        Contact Us 800-872-2657
WellsFargo   Contact Us 800-956-4442

 

Other Account Access

 

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