VIEW YOUR ACCOUNTS

 

 

 

If you have any questions regarding which of the following account access links is best suited for you, please feel free to call your advisor’s office or email us at: info@elsass-efg.com.

 

To view your Consolidated Portfolio, including Pershing, National Financial, most Variable Annuities and Mutual Fund holdings:

Ø CIR Statements*

 

 Client Access to Brokerage Accounts:

Ø Genworth Financial Trust Company

Ø     FOLIOfn

 

 401(k) Participant Account Access:

Ø Flexible Benefits Systems, Inc

Ø John Hancock

Ø     American Funds Participant Website

 

 

Individual Mutual Fund Account Access:

Ø American Funds

Ø     MFS Investment Management

Ø     Invesco

Ø     Virtus Investment Partners

Ø  Oppenheimer Funds

Ø     Franklin Templeton

Ø     Members Mutual Funds

Ø     DWS Investments

 
   

Variable Life & Annuity Account Access:

Ø Nationwide

Ø CUNA Mutual

Ø     Pacific Life

 

 

*  To access your CIR Statements accounts, you must have a Rep assigned password.  To request your password, please e-mail us at info@elsass-efg.com specifying each account for which you would like access.

PLEASE NOTE: The information being provided is strictly as a courtesy. Cambridge Investment Research, Inc. and Elsass Financial Group make no representation as to the completeness or accuracy of information provided at these 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, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Elsass Financial Group web site and you assume total responsibility and risk for your use of the above sites.