Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

American Funds Accounts - This link is for accounts held directly by American Funds (your statements come from American Funds). It does not provide information on assets held in AIGFA/Pershing brokerage accounts or employer-sponsored retirement plans (see below for these accounts). First click Account Login, then for your initial login you must enter an account number from your statement. Your initial password is the last four digits of your SSN.

American Funds Retirement Plan Accounts - This link is for certain employer-sponsored retirement plans held directly by American Funds. If your statement shows an American Funds Plan ID number, you should be able to access your account here. Your User ID is your SSN, and your initial password is the last 4 digits.

Franklin Templeton Accounts - This link is for accounts held directly by Franklin Templeton Funds (your statements come from Franklin Templeton Funds). It does not provide information on assets held in AIGFA/Pershing brokerage accounts (see below for these accounts) or employer-sponsored retirement plans. First click Register for Account Access, then enter the requested information. You will need a fund-account number from your statement. Your User ID and Password will be emailed to you.

Pershing Accounts
- NetXInvestor Registration:

  1. Click the Register button at the bottom of the web page.
  2. Review and agree to the terms and conditions regarding identity verification. To do so, check the box marked Accept and click Continue.
  3. Provide all requested information for the primary account holder, including Social Security Number, the address on your account, and your email address.
  4. Verify your identity by answering a few multiple choice questions.
  5. Create a user ID and secure password. NOTE: when creating a secure password, the password: must contain a minimum of 8 and a maximum of 12 characters; must contain at least one alphabetical and one numeric character; must not contain any special characters; and must not contain your first, middle, or last name.
  6. IMPORTANT: You must activate the account by clicking the link in an e-mail that will be sent to the e-mail address provided. You must do this within three calendar days of registering.

 

Going Paperless with Pershing

For all Pershing accounts, we suggest you utilize e-delivery for Trade Confirmations, Notifications, and Proxy/Shareholder communications, but continue to receive Tax Reporting Statements via U.S. mail. Regular account statements are up to you. You may still print and view documents online, including statements. To go paperless:

  1. Log into sagepointfinancial.netxinvestor.com.
  2. If this is your first time logging in since registering, you will need to answer a few security questions to further protect information.
  3. Click on the go paperless icon at the top right corner of the page.
  4. If you self-registered, the documents available for this account only will be displayed and you can then choose the delivery options. If you have multiple accounts and would like them all viewable under one login, please contact your advisor.
  5. Check the box for the items you would like to retrieve electronically, then click the Save button.
  6. Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the "I Accept" button.
  7. You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully.

You are now set up to retrieve documents electronically!

Other Accounts - This link will generate a consolidated report to include most accounts. First click Register, then enter your SSN and Client Temp Password (AFAH30 for Jeff's clients, AFA255 for Ken's or AFA7HH for Joe's). Now accept the user agreement and complete and submit the user info form. Your advisor will then approve your registration request.