Broker Check

SWP Client Resources

After you download the app, get familiar by watching the video linked below

Watch this video (less than 2 min)
Our History

Keeping your LBS page up-to-date is easy by connecting your financial accounts

How to connect your accounts
How to comp

If you've been asked to complete a Risk Tolerance Questionnaire (RTQ), this is the video for you!

Complete the RTQ on the LBS Mobile App
Our History

Learn about the security features The Living Balance Sheet employs to keep your information safe

Learn about the advanced security features and protocols


 

NetXInvestor - Access your Park Avenue Brokerage Account

(Who is Park Avenue Securities video HERE)

Here's the guide to help you understand what app to download, how to set up your access, and much more!

>>>>>   NetXInvestor Guide   <<<<<


AMK Mobile - Access your AssetMark Account

(Who is AssetMark video HERE)

Here's the guide to help you understand what app to download, how to set up your access, and much more!

>>>>>     AssetMark Mobile Guide   <<<<<

Put your Guardian world in the palm of your hand

Put your Guardian world in the palm of your hand

Save time. Save paper. Gain control.

Get 24/7 access to your Guardian accounts and policies online when you register!

• Make premium payments and pay off loans
• Set up and manage automatic payments
• View policy details, including coverages and values
• Manage life insurance beneficiaries
• Change your billing schedule
• Opt to receive statements electronically
• View your payment history and payment due notices
• Access Live Chat during business hours