My Account

Online Services

Manage Your Accounts

Individual Clients

Custodian links for brokerage account access, statements, and annual tax documents

Client portal for portfolio performance and quarterly reports

Client portal for financial planning and account aggregation

Institutional Clients

To access your account, please click the CAPTRUST Direct link below:

CAPTRUST Direct

To access your Freedom401k® account, please click below:

Freedom401k® Information

Milliman Benefits Portal