Welcome to the new Investment Summary

It’s mobile-friendly and allows you to do more, including updating your email address and contact information, and resetting your password.

Not sure which version of Investment Summary you're on?

If you’ve already created your username and password, you're on the new Investment Summary and you can proceed to sign-in.

Bookmark this link to the new site for easy access to your investment information.

Can't access either version of Investment Summary?

If you haven’t received an invitation to join the new Investment Summary yet, please request your invitation by contacting your advisor.

If your advisor sent you an invitation to join, check your email for a personalized registration link and follow the instructions to activate your online access for the new Investment Summary. 

Still have questions? Check the Investment Summary registration guide.

Let’s connect you with an investment representative.

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