For your convenience, we have created links to all the trust companies and investment companies that we use so that you can view your current account values any time you wish, 24 hours a day. Depending on the company's policy, account values may not be posted until late the next day, and dividends may not be posted until several days after they have been earned
For your safety and privacy, no one can look at your account without a password and a PIN (Personal Identification Number). If you have not been assigned a password and PIN, or if you have forgotten or lost it, please call our office at (800) 660-8727 and we will tell you how to get a new password and PIN assigned.
To access your account, have your password and PIN handy, and double click on the appropriate button on the left.
Please note that when you click on these buttons, you will be leaving the Michael Coleman, Ph.D. Website, and the information you will be reading will be from the chosen investment company.
Managed Accounts
TD Ameritrade - Genworth Financial
To get your PIN call (800) 435-3500 Option 3
TD Ameritrade - Ocean Park
Call Marshall at Ocean Park Asset Management at
(800) 729-1467 to set up your access.
Variable and Fixed Annuities
American Skandia
To get a PIN assigned, call (800) 628-6039 extension 3625
AXA Equitable
You enroll and get your PIN online
ING
You call (800) 366-0066 to get your PIN mailed to you
Jefferson National
You enroll and get your PIN online
John Hancock
You enroll and get your PIN online
Metlife
You enroll and get your PIN online-
Scudder Destinations
You enroll online and your initial PIN is the last four digits of your social security number
Mutual Fund Families
Alliance Bernstein College Bound Fund
You enroll and get your PIN online
American Funds
Have your account number handy when you visit
To get a PIN assigned, call (800) 621-1048
Eaton Vance
To get a PIN assigned, call (800) 262-1122
Franklin/Templeton Funds
You enroll and get your PIN online
Oppenheimer Funds
Have your account number handy when you visit
(Member: FINRA www.finra.org, SIPC www.sipc.org)
California Insurance License #0667255
Securities offered through United Planners Financial Services of America — A Limited Partnership