Investment Account Access

Wealth Management System 

• Personal Account Access
  

Brokerage & Managed Accounts 

• Fidelity Investments
  
• First Clearing
• SEI Private Trust Company

Clients may call 1-877-488-3748 Monday - Friday 8:00am to 8:00pm EST to register for First Clearing account access.

Mutual Funds 
Some of the providers include:

• American Funds
• John Hancock 
• MFS
• Pacific Life 
• Principal Financial Group
• SunAmerica 

Retirement Accounts: Variable & Fixed Annuities
Some of the providers include:

• Allianz
• ING
• John Hancock 
• Metlife 
• Pacific Life 
• Penn Mutual
• Prudential
• SunAmerica
• Sun Life
• TransAmerica 

Retirement Plans: 401(k), 403(b) and 457 Plans
Some of the providers include:

• John Hancock
• Principal Financial Group
• SunAmerica Mutual Funds
• SunAmerica Variable Annuities

529 Plans
Some of the providers include:

• John Hancock Freedom 529
• MI 529 Advisor
  

Alternative Investments
Some of the providers include: 

• ATEL Securities
• Hines Real Estate
• Ridgewood Energy
• Wells Real Estate

Insurance
Some of the providers include:

• Blue Cross Blue Shield
• MetLife Insurance eService

The above providers are not affiliated with Sigma Financial Corporation or Bowman Asset Management.   Bowman Asset Management is a separate entity from Sigma Financial Corporation.