Current Clients

Refer to your statement for the annuity product you currently hold.

Prudential: https://www.prudential.com/acc/register

MetLife: https://identity.metlife.com/public/login

Brighthouse: https://login.brighthousefinancial.com/login.do

Equitable:

https://equitable.com/login

Nationwide: https://www.nationwide.com/account-login

Jackson: https://www.jackson.com/login/login.xhtml

Allianz:

https://www.allianzlife.com/Login

Principal: https://www.principal.com/individuals

Registration (Step 1)
You can register and create your login by visiting the following link: Prudential.com/acc/register

• Click “Register”
  
• Select Investments LPL
  
• Enter your Account Number
  
• Under Product, select “COMMAND/Investments”
• Once logged-in, scroll to the bottom of the screen and select “View Details” –this will direct you to Account View
  

Account View (Step 2)

Once Registered, you can access your account directly through LPL’s Account View Platform

• Remember to Bookmark this page!
  
• Click on Login with a Partner
  

Looking to contribute or withdraw funds:

Call us at 619-358-6161

Looking for a 1099:

LPL Account View: login on https://accountview.lpl.com/web/documents?document=taxForms

Go to Documents > Tax Forms

Annuities or life insurance:

https://www.prudential.com/acc/register

Prudential: https://www.prudential.com/login

Documents & Forms:

• Change Name Form
  
• Change of Beneficiary
  
• Budget Worksheet
  
• Transfer of Responsibility
  
• Reallocation Authorization
  

Other links:

Social Security Administration: https://ssa.gov

Finra Broker Check – https://brokercheck.finra.org/