Broker Check

Client Login

Here you can sign up or login to access all of your accounts you have with HD Vest or any other direct mutual fund you have with us. This will allow you to keep track of your investments just like you would your bank account. If you don't see the mutual fund company your looking for, please contact us and we can work on adding that to our list!

HD Vest

American Funds


Lincoln Financial

Jackson National


Franklin Templeton

Oppenheimer Funds


Sun Life Financial

Allianz Life

Met Life