How do I sign up to view all accounts?
Note: Before continuing, be sure that you have spoken to your registered representative about signing up for this service. Your registered rep's approval is needed to complete the free signup process.
Please follow the steps below to register on our website so that you can view your statements and account summary whenever you would like. We recommend saving the below web address in your favorite places so that you don't have to remember the address each time you want to view them.
Step 1: Go to Customer Statements
Step 2: Click on 'Registration' at the center of the page.
Step 3: Your Registered Rep will give you a temporary password. Enter the temporary password in the appropriate field on the site.
Step 4: Fill in all of the information required. Your representative will approve you via email so that you can view your account.
Representatives are registered through, and securities are sold through, Nationwide Planning Associates, Inc., member FINRA·SIPC, located at 1 Paragon Drive, Montvale, NJ 07645, (201) 476-0029. Insurance sold through licensed NPA Insurance Agency Representatives. Investment products are not federally insured, involve investment risk and may lose value, are not obligations of or guaranteed by the Broker/Dealer or a credit union. Nationwide Planning is a registered broker dealer.
Copyright ©2003, 2004, 2005 Nationwide Planning Associates, Inc. All Rights Reserved.