Existing Account Access      Information Request      Contact     

Access Your Account Information

If this is the first time you will be accessing your accounts online, you will need to have your account number and social security number available.

LPL Brokerage Account
Momentum 401(k)
Putnam Money Market
Tax Account
Change Your Retirement Account Contribution Percentage
Change Your Tax Account Contribution Percentage
Change Your Banking Information in Our Billing System

If your account isn't listed, contact your Financial Professional.

Group Insurance Products

Group Dental Insurance: No ID cards issued for Dental. Your social security number is your ID number.

Group Vision Insurance: A vision brochure is available on the Davis Vision website.

Group Life and Disability Insurance: Policies are mailed in about one month. Life and Disability policies will be cancelled upon your seperation from your real estate company. Life Insurance is convertible after one year in force. If you did not receive your certificate, contact us for another one.


PPG 146616 (9/19)(Exp. 9/23)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors and investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC, in Utah, as AXA Network Insurance Agency of Utah, LLC,and in Puerto Rico as AXA Network of Puerto Rico, Inc. All group life, disability income, health, dental and vision insurance coverage is offered entirely outside of AXA Network, LLC, or any of its affiliates. AXA Advisors and its affiliates do not provide tax or legal advice. The Retirement Savings Plan is not an employer-sponsored qualified retirement plan. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Dergalis Associates is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. PPG 146616 (9/19)(Exp. 9/23)