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Financial Planning Tool for Clients

ARE YOU A CLIENT NEEDING TECHNICAL HELP?  
Click our CrossLoop box below:
 

Mutual Funds

• American Funds-- shareholder services 800-421-0180
• AIM Funds-- shareholder services 800-949-4246
• DWS Scudder--shareholder services 800-621-1048
• Fidelity Advisor-- shareholder services 800-522-7297
• Franklin-Templeton-- shareholder services 800-632-2301
• Oppenheimer-- shareholder services 888-470-0862
• Pioneer Funds-- shareholder services 800-225-6292
• Timothy Funds-- shareholder services 800-662-0201

Annuities

• Allianz-- annuity services 800-624-0197
• Allmerica-- annuity services 800-366-1492
• American Equity-- annuity services 888-221-1234
• American Skandia-- annuity services 800-628-6039 x2
• Ameritas Variable Life Insurance Company-- annuity services 800-745-1112 x7583
• AXA/Equitable-- annuity services 800-789-7771
• Gleaner Life-- annuity services 800-992-1894
• ING Golden Select-- annuity services 800-366-0066
• Integrity Life-- annuity services 800-325-8583
• Lincoln/American Legacy-- annuity services 800-942-5500
• John Hancock-- annuity services 800-344-1029
• MetLife Investors-- annuity services 866-238-2050
• Ohio National-- annuity services 888-925-6446
• Pacific Life-- annuity services 800-722-2333 
• Transamerica-- annuity services 800-525-6205
• Western Catholic Union-- annuity services 800-223-4928

Brokerage Accounts, etc.

• Pershing/QA3
• First Trust Portfolios-- customer service 800-621-1675 x1
• Sterling Trust -- customer service 800-955-3434

REITs/Limited Partnerships 

• Inland Western Retail Real Estate Trust-- customer service 800-826-8228
• Inland American Real Estate Trust-- customer service 800-826-8228, custserv@inland-investments.com
• Wells-- customer service 800-557-4830
• ICON Capital
• Hines REIT--customer service 1-888-220-6121
• KBS REIT--customer service  866-584-1381