View Your Accounts
For your convenience, we have created links to all the trust companies and investment companies that we use so that you can view your current account values any time you wish, 24 hours a day. Depending on the company's policy, account values may not be posted until late the next day, and dividends may not be posted until several days after they have been earned.
For your safety and privacy, no one can look at your account without a password and a PIN (Personal Identification Number). If you have not been assigned a password and PIN, or if you have forgotten or lost it, please call our office at (800) 660-8727 and we will tell you how to get a new password and PIN assigned.
To access your account, have your password and PIN handy, and double click on the appropriate button on the left.
Please note that when you click on these buttons, you will be leaving the Michael Coleman, Ph.D. Website, and the information you will be reading will be from the chosen investment company.
Managed Accounts
To get your PIN call (800) 660-8727
TD Ameritrade - Ocean Park
Call Marshall at Ocean Park Asset Management at (800) 729-1467 to set up your access.
Call Marshall at Ocean Park Asset Management at (800) 729-1467 to set up your access.
Variable and Fixed Annuities
Scudder Destinations
You enroll online and your initial PIN is the last four digits of your social security number
You enroll online and your initial PIN is the last four digits of your social security number
Mutual Fund Families
Securities offered through United Planners Financial Services of America -- A Limited
California Insurance License #0667255
