Broker Check

Client Portal - Your Gateway to Accounts

The Living Balance Sheet® (LBS) is your financial home base. There is a better and simpler way to see exactly what you own and what you owe.

The Living Balance Sheet®

My Account Manager allows you to access your Guardian owned Annuity contracts and Life Insurance policy details, download applicable forms and initiate several transactions.

Guardian Life My Account Manager

NetXInvestor® from Park Avenue Securities, the investor platform at your fingertips day and night, giving you instant access to investment accounts, tax statements, trade confirmations and more.

Need to download your account information to Quicken?  Once your NetXInvestor userid and password is created, go to Quicken / Accounts / Search for NetXInvestor then in the company ID field enter T10 followed by your userid (no space), then your password previously created.

NetXInvestor®

Cash Flow Mapping is an awareness tool designed to help you become aware of how much money you have remaining after meeting payroll deductions and fixed expenses each month.

Cash Flow Mapping

Sign Up to View Your SEI Investment Account(s) Online. For help logging on or for technical questions please call 1-888-737-6953.

SEI Investments

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If you have any trouble logging in or using your accounts, please call us at 585.264.1111 and we will provide you with assistance.
Alternatively, you can email your questions to Mary Jo Hollingshead.