ACCOUNT ACCESS | 4myaccount! and Investor360°

Click the 4myaccount! button to access your brokerage accounts (B36, B3S, and HDS prefix account numbers). If you also have, or only have, accounts that are held directly with the mutual fund family or annuity carrierclick on the Investor360°® button. Note that 4myaccount! is being phased out, thus you should start using Investor360° as this will be the access tool going forward, thank you. If you don't have an ID and password for Investor360°, please let us know. Understand that the ID and password for Investor360° are different than what is used for 4myaccount!.

Note that the Investor360° button will provide you with a consolidated view of all of your various accounts with us, both brokerage and directly held by the mutual fund family or annuity carrier.

Put Your Financial Life In the Palm of Your Hand
Watch this short video to learn how Investor360°® delivers easy online access to your complete financial life.
View a demo


Go Paperless.
See your statements and confirmations online in Investor360°®.


Account Access Request Form
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This communication is strictly intended for individuals residing in the states of
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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