CONNECT

Address:

500 N Broadway Suite 260
Jericho, NY 11753

Phone:

(516) 932-5130, Toll free: (866) 932-5130

Fax/Other:

(516) 932-7706

Client Account Access

 

 

Account Access to Pershing

GO GREEN, GO PAPERLESS AND SAVE MONEY!

It''s time to go paperless with Pershing...

Effective June 1, 2011, Pershing will begin charging an additional $.75 fee for each paper (trade) confirmation. This is in addition to the $.75 fee for each client statement. To avoid these fees, clients must register for electronc delivery of both items.

For instructions on how to register for electronic delivery of Pershing statements and confirmations, CLICK HERE! Or contact Katie Durand at 1(866)932-5130 or katie@americaninvestmentplanners.com

 

Once you have registered for electronic delivery of Pershing statements and confirmations, CLICK HERE!

 

 

ACCOUNT ACCESS TO ADVANTAGE ONE PORTFOLIO

If you have not previously registered to access your Advantage One Portfolio on line, you may do so at this time. Just follow these 5 easy steps:

1. CLICK HERE!

2. Click Register Now

3. Enter your Social Security #

4. Enter your Client Temporary Password (your advisor's representative number below):

Lee Rosenberg            cg000871

Barbara Magor            cg000892

Steven Hoffman          cg000818

Brian Amato                cg003336

John L'Abbate             cg001923

Craig Bergen               cg001924

Note: All user names and passwords should be lower case.

 5. Please contact Katie Durand at American Investment Planners LLC for final online access approval and if you have any questions.  1(866)832-5130 or katie@americaninvestmentplanners.com

Thank you for your cooperation.

 

 

 

 

 

 

 

 

 

 

 

 
 

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