Client Area
Wealth Monitor
To access Wealth Monitor,
our client performance reporting program, please click on the Wealth Monitor
banner below:
Once you have clicked on the banner, the Wealth
Monitor Log-In Page will appear.
1. Click on the "Registration" button, located to the right of the log-in. You must register before logging into the system.
2. Enter your ID Number (your social security number) and the Client Temporary Password (ZH59943). Then click the "Submit" button.
3.
The next screen contains a “User Agreement” that you will need to
read, and then click the "Accept" button to proceed.
4.
The resulting screen asks you to select your own private User Name and
Password, and enter your personal information. Once that has been completed,
click "Next."
5.
A Registration Confirmation screen will appear, and then you must click
the "Go" button to complete the registration process.
6.
You will then receive an e-mail notification which alerts you that you
have registered.
7.
Our office will be notified by e-mail that that you have registered and
we will approve your access. You will receive an automatically-generated
notification e-mail authorizing your access to the system.
8.
Once you receive the e-mail, you can log-on to the system with the User
Name and Password that you chose.
Note: If you have any questions or difficulties, please feel welcome to call us at: (602) 867-9220 or 1-800-815-1099!
If you have an account with any of the investment companies listed below, you may view your account information on-line by clicking the link below. User ID and PIN are provided when you register on their site.
AIM
Fund Services, Inc.
P.O.
Box 4739
Houston
TX 77210-4739
800-949-4246 |
Franklin
Templeton, Mutual Funds
P.O.
Box 2258 Rancho
Cordova, CA 95741 800-632-2301 |
|
American
Funds Service Company P.O.
Box 6007 Indianapolis
IN 46206-6007 800-421-4120 |
Hartford
Mutual Funds, Inc. (Planco) P.O.
Box 64387
St.
Paul MN 55164 800-523-7798 |
|
Ameritas
Variable Life Ins., Co. One
Ameritas Way P.O.
Box 82550 Lincoln
NE 68501 800-634-8353 |
John
Hancock Funds One
John Hancock Way, Suite 1000 Boston
MA 02217 800-225-5291 |
|
Dreyfus/Transamerica Annuity
Service Center P.
O. Box 3183 Cedar
Rapids IA 52406-3183 877-717-8861 |
MFS
Service Center, Inc. P.O.
Box 2281 Boston
MA 02107-9906 800-343-2829 |
|
Fidelity
Investments P.
O. Box 770002
Cincinnati
OH 45277-0083 800-522-7297 |
Nationwide
Life Insurance Company P.O.
Box 182021 Columbus
OH 43218-2021 800-321-6064 |
|
Putnam
Investments P.O.
Box 41203 Providence
RI 02940-1203 800-354-2228 |
Oppenheimer
Funds Services P.O.
Box 5270 Denver
CO 80217-5270 800-525-7041 |
|
Securities
America, Inc. P.O. Box 460001 Papillion, NE 68046-0001 800-747-6111 |
Pacific
Life Insurance Co. P.O.
Box 7187 Pasadena
CA 91109-7187 800-722-2333 |
|
Seligman Financial Services 100 Park Avenue New
York NY 10017 800-221-2783 |
PIMCO
Funds Distributors P.O.
Box 9688 Providence,
RI 02940-9688 800-426-0107 |
|
Wells Fargo P.
O. Box 2936 Milwaukee,
WI 532012936 888-338-3789 |
Thornburg
Funds 119
East Marcy Street Santa
Fe NM 87501 800-847-0200 |
|
Van
Kampen American Capital P.O.
Box 419319 Kansas
City MO 64141-6319 800-341-2911 |
|
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, John Czajkowski, Registered Principal. CA Insurance License #0B21151. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor, John Czajkowski, Financial Advisor. Heritage Wealth Managers and Securities America companies are unaffiliated. John B. Czajkowski is securities licensed in Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Michigan, Minnesota, New York, Ohio, Oregon, Texas, Washington and Wisconsin and is insurance licensed in Arizona, California, Colorado, Florida, Illinois and Wisconsin.
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