Account Access
LPL Account View
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Directly Held Accounts (in alphabetical order)
- American Funds (incl. 529 College Savings Plans)
- Brighthouse Financial (fmr. MetLife)
- Corebridge Financial (fmr. AIG)
- Eagle Life
- Equitable (fmr. AXA)
- Fidelity (incl. 529 College Savings Plans)
- Jackson National
- Lincoln Financial
- Prudential
Legacy Access
- eQuipt (main Pershing)
- NetXInvestor (alternative Pershing)
- OneView (Osaic)
- AssetMark
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