Investment Provider Websites
In addition to our consolidated portal, you can also create accounts with specific custodians to view your accounts in greater detail, download statements and tax forms, and even process certain simple transactions. Here are a few of the most commonly used links that might be helpful for you.
To view your accounts, you will need to establish login credentials for the applicable custodians. For most of these, you will need to enter identifying personal information along with an account number; you can find your account numbers on recent statements, but we can also send these to you if needed. As a note, we do not administrate the websites below, so our ability to help you with login problems and technical issues is limited.
Financial Planning Portal
- eMoney Through this website, you can view the balances of the accounts under our management, as well as link outside accounts (such as a bank accounts, credit cards, and investment accounts) to create a more thorough picture of your financial world. This website is available for all of our clients. If you have completed a financial planning engagement with us you can access all of the financial models that we built throughout your planning engagement.
401(k) Participant Websites
- Assetmark Retirement (401k) - If your employer’s 401k plan is held at Assetmark, you can use this website to view your account, access forms, and request certain transactions (such as distributions or rollovers). The first time you log in, your username will be your social security number and the password will be your date of birth (DDMMYYYY)
- American Funds
Direct Account Access for Individuals
- Assetmark - To access the Assetmark website (eWealthManager), we will need to send you an invitation to register. Please contact Aimee Cummings (acummings@alliedfp.com) for assistance.
- American Funds
- Franklin Templeton Investments
- Invesco
- John Hancock Investments
- Morningstar
- Osaic / National Financial Services
- Pimco
- Principal Funds
- Putnam