Featured Links
Listed below are links to web sites
that may be of interest to you. Feel free
to visit these web sites.
- Wealth Management System
- Use this link to view all account with Strategic Wealth Management, LLC plus have the ability to add bank accounts, outside brokerage accounts, company 401k plans, etc. Most accounts will update daily. Contact our office for further details.
- Investment Account Performance Reports
- Enter Partnerview and follow instructions to access your own investment accounts and reports online. This provides access to all investment accounts reporting, including brokerage and accounts held direct with fund families.
- Brokerage and managed accounts statements and tax records
- Streetscape provides up to date daily balances and detailed history. This site does not provide performance reporting. You can retrieve statements and tax documents from this website. You will need to request a user ID from your financial advisor, if you do not have one already.
- American Funds
- Fidelity Funds
- Oppenheimer Funds Account Access
- Putnam Funds
- Metlife Insurance Company
- Link to your MetLife products
- Minnesota Life Service Center Access
- Link to your Minnesota Life products
- Nationwide Insurance Company
- Link to your Nationwide Products
- Pacific Life
- Link to your Pacific Life Products
- UnitedHealthOne - Individual Health or Dental Quote
- Create and receive your confidential health or dental insurance quote. Quote is sent direct to you; however, you may always contact us with any questions.
- Texas Health Pool Information
- Health Insurance information for the impaired risks and uninsurable.
- College Planning Information
- FDIC
- Federal Deposit Insurance Corporation site
- FINRA Broker Check
- This is a FINRA website with public information about broker dealers and financial advisors. You can obtain information about these individuals and businesses such as year licensed, complaint information, length of time registered, prior company affiliations and registrations held.
Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.
