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Account Access

For your convenience we’ve compiled a list of links for you to access various accounts.

Individual investor

  • Consolidated Account Access (Albridge)
  • TD Ameritrade Institutional

Employer-sponsored retirement plan

  • Alliance Benefit Group
  • American Funds
  • ASPIRE
  • Hartford
  • Howard Simon & Associates
  • John Hancock
  • Nationwide
  • Professional Capital Services
  • Securian
  • TransAmerica

Employer-sponsored insurance program

  • BASIC
  • Blue Cross Blue Shield of Michigan
  • Blue Care Network
  • Cofinity
  • Companion Life
  • Delta Dental Plan of Michigan
  • Guardian
  • Infinisource
  • Kansas City Life
  • McLaren Health Plan
  • Met Life
  • Physicians Health Plan
  • Principal
  • Priority Health Plan
  • Symetra
  • Unum
  • VSP

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Securities offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC.

Advisory services offered through INVEST and Capital Asset Advisory Services, LLC, registered investment advisors. INVEST does not provide tax or legal advice and is not affiliated with CG Financial Services or Capital Asset Advisory Services, LLC.

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
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