Dashboard – your homepage
The customizable dashboard helps you easily monitor your investment plans from one place, while providing quick access to your favorite tools and resources.
The customizable dashboard helps you easily monitor your investment plans from one place, while providing quick access to your favorite tools and resources.
View the progress of each plan via the embedded Portfolio Analyzer, monitor account values and portfolio fund distribution.
View current payment information set in your Policy and search any billing notification. See payment history, make one-time or recurring online payments, set how you would like to pay your policy and be notified of upcoming payments due.
Download documents pertaining to your policy, including electronic policy documents and plan statements.
This electronic tool allows you to view funds available, historical pricing and performance, compare funds, print analysis report, download fund fact sheets and much more.
Owners, insured, beneficiaries, payor and any authorized persons will be listed in separate tabs for optimal organization.
Visit the Library to download requested forms, brochures and factsheets; and, view the latest Investors Newsletters.
Dive in and enjoy the new look and feel of your secure Account Access website, now available with more efficiency and ease!