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Service and support for your financial practice.

Our platform provides advisors with superior service and support. The advisor user portal allows complete online retirement account management functions for your clients' accounts.

Participant Accounts

InvestLink provides advisors with key advantages to help facilitate a long-term, mutually beneficial advisor-participant relationship. Advisors see a summary view of all participants' accounts on which they are an appointed authorized agent and have the ability to enter and manage investment aspects of the participant account.

Activity and Reports

View and print detailed histories of a variety of reports, including participant statements and investment allocations. All plan reports are instantly created as Adobe PDF documents for printing or archiving.

Advisor Fees

The InvestLink system functions as a paying agent to the account you have been appointed to as an authorized agent. Whether you charge an investment advisor fee or receive 12b1 commissions, the system calculates the compensation data and remits payment to your firm or broker dealer.  

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