Account Access

Account Access


View Your Client Accounts

Many of the companies listed below require you to set-up your initial online account access.  Please click the logo for the investment company of your choice, and then follow the directions under the company logo to register and/or access your account information online.

Please note that you will be leaving the Comprehensive Financial Consultants website when accessing your account information.

Please notify Jim Inman if you notice any of the following:

  • If the investment company you are looking for is not listed below;
  • If you are having difficulties establishing your account online, or;
  • You notice the instructions on our website do not match those on the investment company’s website.

Updated June 15, 2011


 

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Click Log In on the right side of the page.
You will be asked for a Username and Password.

If you have not registered online, select
Register Now
on the right side of the page.

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Click Log In on the upper-right side of the page.
You will be asked for your Username, Account Number or
Social Security Number, then your Password.

If you are a first-time user, please click New to Our Site on the left side of the page.

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Client account access is unavailable online.

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Click on My Accounts on the right-side of the top toolbar. 

Then, you will need to create a username and password to establish your account. 

Follow the instructions below the yellow continue button.

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Click Customer Log In on the upper-right side of the page.
You will enter your User ID and PIN on the second page.

If you are a first-time user, please click
New User Registration after selecting the Customer Log In link.

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You may enter your User ID and Password on the left side of the page.

For new users, click Register Now to the right of the log-in information.

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You may enter your Username and Password on the right side of the page.

Click Login on the right side of the page.

First-time log-in information:
Username = SSN     Password = Last four digits of SSN

Guardian

On the bottom-left of the page, choose Annuities from the Access Your Account drop-down menu.  The second page will have registration options for first-time users.

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Formerly Grubb and Ellis REIT.
Scroll over Investor Services and click on Investor Login.  A new window will open.
You will need the the account holder’s SSN and account number to register.

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On the left side of the page, select the Client tab.  Select the type of investment account that you, then click "Go." 
You will be directed to a new website to log-in. 
You may be asked to create a PIN or request a User ID and password.

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Choose Shareholder Login in the upper-right corner.  A new window will open, and you may enter your User ID and Password there.  If you need to create an online profile, select Establish User ID and have your account number available.

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Select Login in the middle of the page.  A new window will open - just follow the directions.

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Login information is in the middle of the home page.

To create an online profile, scroll over Online Access and choose Shareholder Registration.

Inland Western

Click on Need to Register on the right side to set up your online account access.

Once your account is established, you can log-in.

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You will need the Social Security Number and Password for the account.
Click Sign In on the right side of the page to log-in to your account.
If you are a first-time user, please click Register Now on the right side of the page.


KBS

Click the Investor Login tab (second from the right).  You may register or log-in here.
 


Lincoln Financial

Login and Registration are both on the left-hand side of the page.
 

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You may enter your Username and Password on the left side of the page.

New users should scroll over Login/Help, select Login and then Request Initial Login.


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Please click My Account,
and select the type of online account you wish to access.


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Formerly Wells REIT I.
Client account access is unavailable online.
 


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Effective August 25, 2009
Raymond James has changed online access for clients.  Your login will remain the same, but there are security questions now that require answers before accessing your information. 
For log-in trouble please call 877-752-2237.
 


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To set up your online access, please call Sammons Securities at 888-992-3677, Option 2. 
They will direct you through the process.


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Click View Your Accounts under Shareholder Services on the right side of the page.


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Select Login from the toolbar at the top of the page.  You may enter your User Name and Password, or select Register now to create an online account.


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Click Investor Login at the top of the page.
For first-time users, you will need to apply for account access.

Once you have your information provided from Wells,
you may access your accounts online.