Broker Check

5401 32nd Ave NW, Suite 201 - Gig Harbor, WA 98335    |    Phone (253) 851-0717    |    Fax: (253) 851-0727    |    Get Office Directions

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Online & Paperless Access

While you can always call our office to obtain current values of your investments, we understand that you may wish to access your account directly from time to time. Many product sponsors can accommodate this with on-line access. Listed below are step-by-step instructions on how to access your account information online for each product, as well as the frequency of statements and/or distributions. If the instructions are not listed for a particular company, then they do not have on-line access of account information at this time.

Allianz
www.allianzlife.com

  • On the right side of the screen, you will see a log-in area. Click "register" and follow the instructions
  • Statements are sent annually, a few days after the policy anniversary date.
    • To go paperless go to www.allianzlife.com/eDelivery and click “sign up now” then click “Register” when prompted to log in.  (You’ll need the last four digits of your Social Security number and your policy/contract number.)
      Once registered, go to “Account Details” then select “All Online” as your preferred document delivery method.

American Equity Investment Life
www.american-equity.com

  • On the left side of the screen, click on "Client Login"
  • Select "Click here to enroll" and follow the prompts
  • Statements are sent annually, a few days after the policy anniversary date.

American Realty Capital (for all ARC funds, including BDCA & Phillips Edison)
www.americanrealtycap.com

  • On the top right of the screen click "select login"
  • Select "Investor Account Access" from the dropdown menu
  • On the right side of the screen, click "Register for Access"
  • Login ID and password must contain one number, one special character, and six letters
  • If you have trouble logging in, call (866)771-2088
  • Statements and distributions are sent monthly around the first week of the month.

Behringer Harvard
www.behringerharvard.com

  • Under "Access" click on Investor
  • Click the hyperlink under "If you are new to Behringer Harvard investments and would like to establish account access, please "click here" and follow instructions."
  • Statements are sent quarterly, around 15 days following the end of the quarter
  • Distributions are made monthly, around the second business day following the end of the month.

Bradford Energy Capital
www.bradfordexploration.com

  • Bradford mails the username and password directly to the investor when the account is established.
  • If you did not receive a login and password, contact Bradford directly at (716)803-1512

CNL Distributed Products
http://www.cnlsecurities.com/

  • Click the hyperlink "Investors please click here to access your information with the transfer agent."
  • Click "Establish User ID"
  • Statements and distributions are sent quarterly, around 15 days following the end of each true calendar quarter.

Cole Real Estate Investments
www.colecapital.com

  • Choose "individual investors"
  • Click the fifth grey tab over on the top: "My Cole Capital Account"
  • Click on "Sign up for Account Access"
  • Enter the requested information (The ‘reset password question’ field is NOT required –you may skip that step if you want) 
  • Click "Continue"
  • Sign in w/ user ID and Password created
  • The first time a client signs in, there will be an online agreement where you will have mark a box to agree to terms and press "continue." 
    • To go paperless, Choose ‘Edelivery’ from the tabs at the top of the page
    • Enter email address and select which documents they would like electronically delivered vs. in paper form
    • Hit ‘Continue’ (Important to only hit continue once, sometimes it takes a minute and hitting continue more than once will create an error message)
    • A confirmation message will appear 

Community National Bank

  • In order to access your Community National Bank account, a form must be completed and signed.  We will forward it to Community National Bank and they will contact you directly with your log-in information.  Contact our office for the form if you would like online access to your Community National Bank account.
  • Paper statements are sent annually. 
    • A paperless option is available on your login page at CNB.

Cypress Capital Corporation

  • Statements are sent and distributions are made quarterly, about 5 business days after the quarter ends.
    • Paperless option not currently available.

EquiTrust

  • Statements are sent annually a few days after the policy anniversary date.
    • Paperless option not currently available.

Franklin Square (For FSIC and FSIC II, FS Energy & Power Fund, and FS Global Credit Opportunities)
www.franklinsquare.com

  • Click “Investor Login” at the top right corner.
  • Click “Need to Establish User ID” and follow the prompts.
  • To go paperless, login to your account and click “account maintenance” (right hand side)
  • Click delivery options.
  • Select the paperless delivery option.
  • Statements are issued quarterly. 
  • Distributions are made monthly during the week following the beginning of the month.

 

Gemini
  • If you have not logged in previously, please contact Investor Relations at investorrelations@gemini-re.com  or (212) 823-0854 to register your email address with them and obtain your password.
  • Distributions are made quarterly around 15 days following the end of each quarter.
  • If you wish to go paperless, please contact our office for the form required by Gemini to suspend paper statements.

Griffin Capital (For Net Lease REIT & Healthcare REIT II)
http://www.healthcarereit2.com

  • Go to "Investor Login" and click "New User"
  • Distributions are made monthly around the 15th of the month.
  • Statements are sent monthly.
    • To go paperless, login to the main screen and click on “Electronic Delivery Consent.”
Gulf South
  • An email invitation was sent to all 2012A & 2013 LP investors with a login ID and temporary password.
  • Once you log in, you will be prompted to provide your own password.
  • Currently there is not a paperless option available.
Hines Real Estate Investments
  • Click on “Investor login”
  • Click “Register” and follow all prompts & set up ID exactly as listed
  • Login Screen will say account portfolio
  • Hines REIT issues distributions and statements quarterly.
  • Hines Global sends distributions monthly, typically during the first week of the month.  Statements are issued quarterly. 
  • Hines Income Fund sends distributions monthly, typically during the first week of the month.  Statements are issued quarterly.
    • To go paperless, on the left hand side of the login screen, under my profile click the “e-delivery consent”
    • Enter & verify email address
    • Check yes for electronic statements
ICON Capital
  • Click “Individual Investors” and then click “Investor Account Access”
  • A prompt will appear that you are now leaving ICON Securites LLC.  Click OK.  DST Fan Web hosts ICONs online client access.
  • Click “For Investors in ICON Funds” and then click “Establish Password”
  • Enter the User ID you wish to use, the last 4 digits of the primary owners social security number and select the ICON investment you own.
  • Enter your ICON account number and select and confirm the password you wish to use.
  • Distributions are made and statements are sent monthly around the first of every month.
    • Once you are logged in, there is an option on the site for paperless statements.

ITS Asset Management
www.itsconnect.com

  • Our office can create a login for you and assign a temporary password, which you will be prompted to change upon your initial login. Please let us know if you would like access.
  • Statements are sent monthly around the first week of the following month.

KBS
www.kbs-cmg.com

  • Confirmation is sent upon purchase.
  • To access your account, call 866-584-1381 and select option 2 to get set up.
  • At the web site, select Investor Login. Then select Establish Password and follow the instructions.
  • Distributions and statements are sent around the 15th of each month.
    • If you wish to go paperless, call KBS Investor Services at 866-584-1381 opt 2 and complete the request over the phone. 

Macquarie
https://www.taxacs.commacquarie/index/html

  • User ID is your account number sent on initial confirmation and statements.
  • Password must be provided by Macquarie. Please call 866-965-7622 to obtain password. They will walk you through the setup process.
  • Statements are sent quarterly.
  • Distributions are sent around the 15th of each month.
    • If you wish to go paperless, please contact our office for a letter of instruction that will need to be signed and submitted to Macquarie for processing.
National Financial Services
 
  • Two separate emails will be sent to you from our office.  The first will contain your login ID and the second will contain your temporary PIN.
  • If there are multiple accounts in your household for yourself, a spouse, a trust, etc. we will forward a Household Relationship Form for the signatures of all account holders so that all accounts may be viewed under the same login and password.
  • The following link is to a public site that gives all of the features & benefits of client access, enrollment instructions, a mobile app, tutorial videos, etc. If you are interested in learning more about it:  www.myonlinebrokeragecentral.com

Noble Royalties
www.compassroyaltymanagement.com

  • Click “New client register here”
  • Enter your last check number (6 digits)
  • Enter your owner number (7 digits- add two leading 0 to the owner number listed on your statement ex 0012345)
  • Enter amount of your last check (no $ or commas)
  • Complete the rest of the registration page (there are no requirements for your username or password)
  • Click “Submit”
  • Agree to the terms of service
  • Enter username and password
    • Currently there is only a paperless option available to investors receiving distributions via direct deposit.  Contact our office for a letter of instruction if you would like to go paperless.

NorthStar REIT
www.northstarreit.com

  • Click to accept the terms of the site
  • Click the "Account Access" tab at the top right
  • On the left under "Shareholder Login," click the hyperlink, "Click here to log in"
  • Click to accept the terms and conditions
  • Click "Register for access"
  • Distributions are made and statements sent monthly, around the end of each month.
    • To go paperless go to www.northstarreit.com and click “go paperless” at the top right corner of the page.
    • Enter your name, account number and email address then click on the box indicating that you agree to receive all notifications electronically. 
    • Click “submit."

Rainier Capital
http://investors.rainiercapital.com

  • Rainier Capital will automatically send you enrollment information with a login and password to access your account online.
  • Statements and updates for the properties are distributed via email only. Emails are sent quarterly, on January 15, April 15, July 15 and October 15 of each calendar year.
  • Clients who elect direct deposits are paid the 15th of every month. Accounts that are held within NFS are sent their distributions via wire to the respective NFS account every month on the 15th. Clients who elect to receive a paper check receive them the same dates as the quarterly updates.

State Life
http://www.oneamerica.com/Home

  • Click "For Individuals" on the upper left of the screen
  • Click "eretirement participant" from the drop down menu
  • On the far left of the screen under "eriterement participant" click "new retirement plan participants enroll here"
  • Follow the prompts to register for account services

Security Benefit
www.securitybenefit.com

  • Click "For Individuals"
  • Click "My Accounts"
  • Register by creating a User ID and password

Strategic Capital (Now SmartStop)
www.strategicstoragetrust.com

  • Click “Investors” Click “Create User ID”
  • Follow the prompts to provide your info and create your own login ID and password.
  • Provide your email address and submit to finalize the process.
  • Distributions are made monthly around the 15th of the month.
  • Statements are sent quarterly around the first two business days following the end of the quarter.
    • To go paperless, login to your account online and click on “Consent”
    • The Electronic Delivery Consent Options page will appear. 
    • Click the “YES” radio buttons next to the forms you wish to receive electronically.
    • Click “Continue” and then click “I AGREE” to the Electronic Delivery Consent Disclaimer.

United Development Funding
www.udfonline.com

  • Click on the "Investors" section at the top
  • Accept the Terms of Use
  • Click on "UDF Account Access" and follow the instructions below
  • Distributions are made monthly around the 25th of the month.
  • Statements are sent quarterly around 15 days after the end of the quarter.
    • Currently there is not a paperless option available.
WP Carey
  • Go to www.wpcarey.com/investoraccess and click “New User”
  • Follow the prompts to establish a User ID and password.
  • If you are unable to find your account number, you can contact an investor services representative at (888) 241-3737.
  • Distributions are made monthly around the 15th of the month
  • Statements are sent quarterly around 15 days after the end of the quarter.
Walton International Group
  • Click on “Sign Up” at the top center of the screen.
  • Enter your information where indicated and click “Create New Account” at the bottom of the screen.
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If you have an investment that you do not see listed, please call our office and we will provide you with the required information.