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ABOUT US ABOUT YOU SERVICES TEAM MEDIA CONTACT CLIENT ACCESS

 

Client Account Access

To access your account online, please click on the appropriate company link below. You will need your account number to create a log-in for each site.

If you need assistance accessing your accounts, please call one of our offices.

Brokerage Accounts

Woodbury/Pershing (net-exchange client)

Mutual Funds

AllianceBernstein
American Funds
Delaware Investments
Dreyfus
Federated Securities
Fidelity Advisor Funds
Franklin Templeton
Hartford Funds
Invesco AIM Investments
JennisonDryden (Prudential) Funds
John Hancock Funds
Lord Abbett
MFS Investments
Nuveen
Oppenheimer
Pioneer Investments
Putnam
VanKampen

Annuities

Hartford
Jackson National
John Hancock
Lincoln American Legacy
Met Life
Midland National
Pacific Life
Prudential
Transamerica

401(k) Plans

Hartford 401(k)
PAi (American Funds)
UNIFI (Union Central)

529 Education Savings Plans

American Funds CollegeAmerica 529
Franklin Templeton College Savings 529
Hartford SMART529
John Hancock Freedom 529

 

Please note: by visiting any of the links provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these web sites; nor are we liable for any issues arising as a result of visiting these websites.

Securities & Investment Advisory Services offered through Woodbury Financial Services, Inc., P.O. Box 64284, St. Paul, MN 55164
(800) 800-2638 Member FINRA, SIPC, and Registered Investment Adviser. For additional state disclosures, click here.
PKF Advisor Group / Pratt, Kutzke & Associates, LLP and Woodbury Financial Services, Inc are not affiliated entities.