Client Center

Internet Service Center

For Lincoln Brokerage accounts see myStreetscape (below).

The Internet Service Center allows annuity contract owners to view their personal account information online and make changes to the allocation of their accounts. It also provides unit values and investment option performance information. The ISC demo site highlights the convenient account access services available 24 hours a day.

Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help. With access to state-of-the-art investment databases and communication with a variety of money managers, we have the tools, resources and experience necessary to evaluate your needs and develop a customized financial plan.

Our securities brokerage is a natural extension of the financial services we provide. It's just one of the many ways we can assist you in developing and maintaining your financial portfolio.

myStreetscape

myStreetscape is an Internet-based service providing you access to your account(s) 24 hours a day, 7 days a week. It provides a clear and secure, yet powerful, means for you to access your account data and obtain the latest market information. Account information is always current as of the prior business day, while market data is updated throughout the day. And, your information is safeguarded in a secure environment; delivered to you via an encrypted, password protected pathway.

If you would like to learn more about myStreetscape or signup for a login ID/Password, please go here.

Login to myStreetscape

Get help with myStreetscape

Lincoln Annuity Accounts

If you are the owner of a variable annuity contract from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Lincoln Annuity Accounts

Consolidated Summary of Accounts

If you have already registered for online access to a consolidated summary of all of your accounts with Insight Wealth Strategies (including asset management programs, variable annuities, 529 plans, alternative investments, and more), you can use this portal to do so.

Login to OmniSource

If you haven't yet registered for consolidated summary viewing but would like to, please contact accountaccess@insight2wealth.com and we will provide you with a temporary password.
 

Symmetry Partners

If you are participating in our Symmetry Partners asset management program through Trust Company of America or TD Ameritrade, there is an easy way to access your accounts online anytime, anywhere.

Login to Trust Company of America

Login to TD Ameritrade

Hanlon

If you have an account with Hanlon, you can view information about your account online.

Login to Hanlon

Ivy Funds

If you have an account with Ivy Funds, you can view your account via the Ivy Funds website.

Login to Ivy Funds

Allianz

If you own a variable annuity through Allianz Life Insurance Company, you can access your account information 24 hours a day, 7 days a week at the Allianz website.

Login to Allianz Life

Jackson National Life Insurance

If you are the owner of a variable annuity through Jackson National Life Insurance, you can login to the Jackson website for answers to questions about your account or to check on the value of your account.

Login to Jackson National Life Insurance accounts

Prudential Annuities

If you own a variable annuity through Prudential Annuities, you can access your account by visiting the Prudential website.

Login to Prudential Annuities

Genworth Financial

If you have an account setup with Genworth Financial, another asset management that has served our clients needs' very well, you can access your account online at the Genworth website.

Login to Genworth Financial

John Hancock Mutual Funds

If you own John Hancock mutual funds, you can access your account online through the John Hancock funds website.

Login to John Hancock funds

American Funds

If you have set up a 529 account with us to plan for your child(ren)'s future education, you can manage and check on your account by visiting the American Funds website.

Login to American Funds

Franklin Templeton

If you have an account with Franklin Templeton Investments, you can view your account online.

Login to Franklin Templeton

Wells Real Estate Funds

If you are taking advantage of one of Wells' Real Estate Investment Trusts (REITs), you can view information about your account online.

Login to Wells Real Estate Funds

Dividend Capital

If you have an account with Dividend Capital, you can get information about your account online.

Login to Dividend Capital

Atlas Energy Resources

If you are a client participating in a limited oil and gas partnership through Atlas Energy Resources, the best way to view your account is through the Atlas website.

Login to Atlas

Steben

If you have an account with Steben Managed Futures portfolios, you can view your account via the Steben website.

Login to Steben