Investors Using Advisors

Online Account Access


I am an individual investor

If you invest in your personal accounts through an advisor, you can log in to securely access, view and maintain your accounts.

IUA Individual Investor





I am a retirement plan participant

If you are participating in employer-sponsored retirement plans through an advisor, you can log in to maintain your account, review your plan and make transactions online.

IUA Retirement Plan Participant





I am a plan sponsor

If you are a plan sponsor working with an advisor, you can log in to manage your plans online.

IUA Plan Sponsor






Questions: 1-800-378-9878

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