Account Access

To access your  accounts through our Client Portal, Click here

If you do not have electronic access to the Client Portal, please call our office and ask to speak to Anne, Damianna, Hannah, or Jacob.

To access your accounts which are directly held at American Funds click here.

401k plan participants should follow the instructions provided by their Plan Administrator to access account information.

If you need help with setting up electronic access to your accounts, please call Hannah Toups at 318-448-3143 x403