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Account Access

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email to let us know.

Your Financial Services Links

  • Client Access to access your consolidated account statements and to go paperless for American Portfolios annual privacy notice and/or monthly brokerage (Pershing) statements.
  • 401(k)/ERISA 403(b) Link to access your employer through PCS (formerly ASPire).
  • My Financial Organization Link to organize all of your financial accounts, documents and goals in one easy location.
  • My VOYA Link to access your existing 403(b) and 457 Plans. If your account is not yet established use the link below to set it up.
  • VOYA Link to set up new 403(b) and 457 Plans with your public employer (k12 Schools, Cities, Counties and Public Hospital Plans) you will need your Plan ID# and Verification Code 167543. If you do not know your Plan ID# please call our office.

Market News

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