- Select “Investor Login” under “Login & Forms”.
- Enter the AEI Internal ID Number
- Enter the initial password (the last 4 digits of the primary tax ID number).
- Select the login button.
- You will be asked to select a security question.
- Once logged in, you can change the password.
- In the box labeled, “Get Access to Your Account”, select “Not Registered?”.
- Follow the instructions on the screen.
- If you have questions, you may contact a representative at (800) 445-7862.
- Click on “Login/Register” on upper right corner of screen
- Click on “Register” and follow instructions on screen
- Click “Log In” at the top right.
- Click “Log in for the first time” and follow the instructions.
- You will need your account number for the account you would like to view online.
- Click on “Log In” on upper right corner of screen.
- Click on the “Register” box
- Follow the registration instructions on the screen.
- Go to http://www.brightdirections.com
- Click “Login” at the top right of the screen and select “Account Owner” from the drop down.
- Click the orange “Sign up for Online Access” button under “First Time User”.
- You will need your account number, owner’s SSN, date of birth and ZIP code.
- Follow the registration instructions on the screen.
- If you need assistance, you may call Bright Directions at (866) 722-7283.
- Click on “Individual Investor Accounts” on upper right corner of screen
- Click on “Access Your Account Online”.
- Click on “First logging in? Create a User ID” and follow instructions on screen.
- Click on “Register” at the top.
- You will need your contract number, SSN and email to enroll.
- Follow registration instructions on the screen.
- If you need assistance, you may call Jackson at (800) 956-6550.
- Click on the “Individual Investor” tab at the top.
- Click on the DST Center box.
- Select “Register”
- Follow the instructions on the screen.
- Select “Create User Account” under “First-time Users”.
- If you need assistance, call (800) 722-4448
- Fill out Pershing Electronic delivery form and return to MWP
- Follow instructions to sign on using user ID and password.
- Go to www.prudential.com
- Click on the “Register” button in the top right corner.
- Click on “Register Now” in the annuities box.
- You will need your contract number, last 4 digits of the owner’s SSN, date of birth and ZIP code.
- Follow the registration instructions on the screen.
- Click on the “Individual Investors” tab at the top of the screen.
- Click on “Need Password” and follow the instructions.
- You will need your account number for the account you would like to view online
- Register to create your username and password.
- You will need your 8 digit account number for each of the accounts you would like to view online (i.e., “705XXXXX”).
- If you need assistance, you may call RBC at (800) 933-9946.
- Click on “Establish User ID” on left side of the screen.
- Follow the registration instructions on the screen.
- Select “Register” next to “First time user?”.
- You will need your account number and one of the fund numbers to access your account.
- Follow registration instructions on the screen.
- You will receive an activation email as part of the activation process.
- If you have questions, you may contact a Shareholder Services Representative at (800) 858-8850 and select option 5.
- How to register: You will receive an email invitation from "Schwab Alliance Activation" that will provide the following link to allow you to create a username and password.
www.schwab.com/sa_webactivate
- After clicking the link, you will be brought to a screen titled “Create your Schwab login info”. Click the green “Start” button.
- Enter your account number, owner’s date of birth, phone number and SSN.
- Follow the registration instructions on the screen.
- If you need assistance, you may contact the Schwab Alliance team at
800-515-2157.
- Click on “Create an account” under the "Login" button to register.
- Follow the registration instructions on the screen.
- Click on the “Login to Your Account” button.
- Under the question “Don’t have online access to your account yet?”, select “Annuities or Select Advantage”.
- Follow the registration instructions on the screen.