My Account

On line access to account values is temporarily unavailable as we transition Broker/Dealers from National Planning to Cambridge Investment Research.

To access account values feel free to contact our office or the investment companies’ customer service representatives directly. For your convenience we have listed their numbers below:

American Funds 800-421-0180
BlackRock Funds 800-441-7762
Behringer Harvard 866-655-3610
College Choice Advisor 529 866-485-9413
Dividend Capital 866-324-7348
First Eagle 800-334-2143
Inland American 855-377-0510
Ivy Funds 800-777-6472
Jackson National 888-451-2582
KBS 866-527-4264
Lincoln Financial 800-443-8137
MFS 800-343-2829
Oppenheimer Funds 800-525-7048
Pacific Life 800-722-4448
Pershing (NPC Brokerage Services) 888-711-6720
PIMCO 800-835-3401
Prudential Mutual Funds 888-778-5471
Prudential Annuities 800-752-6342

We apologize for any inconvenience and plan to have access restored by February 1.

To securely log on to your personal account information, simply click here.

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser SecurEstate and NPC are separate and unrelated companies. Please Note: The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.