Client Links to Accounts
The following links will allow you to access your accounts
Brokerage Account at SagePoint Financial, Inc. (NetX Select)
Brokerage Account at American Funds
Brokerage Account at Fidelity
529 College Savings Plan At LoneStar 529
529 College Savings Plan At Scholars Choice
529 College Savings Plan At Fidelity
401(k) account through Paychex
401(k) account through Paychex Advisor Select
401(k) account through One America
401(k) account through Empower Retirement
401(k) account through Transamerica Retirement Services
401(k) account through John Hancock Retirement Services
401(k) account through Principal
401(k) account through ADP Retirement Services
401(k) account through Lincoln