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Your Accounts

Please use links below to login to your brokerage and direct investment accounts. If you have not previously set up a user name and password, please call our office for instructions.


Brokerage Accounts	LPL Financial Services
Managed Accounts	Curian Capital Genworth ICON Advisers Nuveen
Mutual Funds	American Funds DWS/Scudder Fidelity Advisors Franklin Templeton ICON Advisers John Hancock Funds MFS Nuveen Oppenheimer Funds Pacific Life PIMCO/Allianz Global Investors Putnam Investments Principal Funds
Insurance & Annuities	DWS/Scudder Pacific Life John Hancock Annuities Jackson National Life
Health Insurance	Anthem Blue Cross of California CalChoice Aetna Blue Shield

Securities, Financial Planning and Advisory Services offered through LPL Financial Member FINRA/SIPC. OC Wealth Advisors is not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: California, Arizona, Nevada, Colorado, Oregon and Washington. ©2016 OC Wealth Advisors, all rights reserved.
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