View Your Account

Listed here are a variety of links that will connect you to your investment account(s).  In most cases, it is required that you establish a user name and password.  For some accounts, you can do this directly on the website on your own while others require that you initiate your on-line access through us. 

 

Wealthscape

This site requires that your initial user id and password be set up through our office.  Please contact us at info@midtownfinancial.net to obtain your logon information.  Once you have this information, you will go to the following website to access your account:

https://investor.wealthscape.com/kestra/investor-index.html?login


American Funds

You can register for online access on the American Funds website at:

American Funds 


Fidelity Advisor Funds

You can register for online access on the Fidelity Advisor Funds website at:

Fidelity Advisor Funds 


Franklin Templeton Funds

You can register for online access on the Franklin Templeton Funds website at:

Franklin Templeton Funds 


Genworth Financial

This site requires that your initial user id and password be set up through our office.  Please contact us at info@midtownfinancial.net to obtain your logon information.  Once you have this information, you will go to the following website to access your account:

Genworth Financial 


 Oppenheimer Funds

You can register for online access on the Oppenheimer Funds website at:

Oppenheimer Funds 


The Standard 401(k) Plan

You must register directly through The Standard by calling customer service at 800-858-5420.

The Standard 


 

 

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra Investment Services, LLC and Kestra Advisory Services, LLC make no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra Investment Services, LLC or its affiliates 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 technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

 

 

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Check the background of this financial professional on FINRA's BrokerCheck