INVESTMENTS
Mutual Funds Invesco AIM Investments https://www.invescoaim.com/portal/site/aim American Funds http://www.americanfunds.com AXA Enterprise Group of Funds http://www.enterprisefunds.com IL Bright Directions http://www.brightdirections.com/ Franklin Templeton https://www.franklintempleton.com Lord Abbett Investments http://www.lordabbett.com Oppenheimer Funds http://www.oppenheimerfunds.com Pacific Funds http://www.pacificlife.com Putnam Investments https://www.putnam.com DWS Scudder Investments http://www.scudder.com Principal Funds https://www.principalfunds.com
Variable Annuities American Legacy http://www.americanlegacy.com Prudential http://www.annuities.prudential.com/investor Best of America http://www.bestofamerica.com Hartford Investor http://www.hartfordinvestor.com ING http://www.ing-usa.com John Hancock http://www.johnhancockannuities.com Pacific Life http://www.pacificlife.com Transamerica http://www.transamerica.com/
Managed Accounts Best of America Mutual Fund Wrap http://www.nationwidefinancial.com Curian Capital http://www.curian.com Morningstar Managed Portfolios http://home.mp.morningstar.com Growth Investing Strategies-SCG Financial http://www.scgfinancial.com
TAXES
Download Year 2008 Tax Organizer
EFTPS https://www.eftps.com/eftps/ IL Dept of Employment Security http://www.ides.state.il.us Illinois Dept of Revenue http://www.revenue.state.il.us Internal Revenue Service http://www.irs.gov Illinois Secretary of State http://sos.state.il.us UncleFed.com http://www.unclefed.com TaxSites.com http://www.taxsites.com/state.html Social Security Online http://www.ssa.gov
GENERAL
Client Statement Access https://www.mainaccount.com/wts Bigcharts.com http://www.bigcharts.com NASDAQ http://www.nasdaq.com Mesirow E-View https://eview.mesirowfinancial.com/eview/online.html Social Security On-Line http://www.ssa.gov Statement One https://www.mainaccount.com/wts/Login.html
Fact Finder Swisher & Walker Client Factfinder
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