Client Portal – Advisor Vault
The Client Portal will provide secure access to important documents and transmission of sensitive data (i.e. applications, service forms requiring a signature, annual privacy policy and other disclosures requiring delivery).
If you already have a login and password, please click the link below. If not, your Nelson advisor will contact you for set-up when you have documents to be reviewed.
Cyber Security is of the highest priority for Nelson Securities, Inc.
ACCOUNT ACCESS
As a value added service, Nelson Securities, Inc. provides our clients with online access to their investment accounts including Managed Accounts at Charles Schwab, Direct Mutual Funds and Variable Annuities.
To ensure all of your Direct Fund accounts and Variable Annuity contracts remain linked to Nelson Securities for additional support, be sure to contact your Representative when opening new accounts or updating information. Not all of our recommended fund families or variable annuity companies offer online access; however, as they do we will make that access available.
For your protection, each company requires a User ID/Login Name and Password or PIN (Personal Identification Number) to access your account(s), which must be established prior to your first use. Instructions on how to establish a User ID/Login Name and Password/PIN are found on each company’s login page that is reached by clicking on each company’s name listed below.
Managed Accounts
Get Started Today: Schwab Alliance Login Page
- Click on the New user? link
- Follow the instructions to set up your Schwab Alliance after clicking on the green Start button.
- Once completed, you can download the Schwab Mobile app on your phone and use the same userID and password.
- Or your Nelson Advisor can send you a link by email
To Complete your Schwab Alliance Access, you will need:
- Your Schwab account # (call your Nelson Advisor if you don't have it)
- DOB
- Phone number (cell)
- Social Security Number
It’s pretty easy but please call/email your Nelson Advisor with any questions! If you have Move Money (MoneyLink) on your Schwab account(s) and prefer not to sign up for Schwab Alliance, you will need your email address on file with Schwab to give eAuthorizations via email. Only Clients can give Schwab your email address and the number for the Schwab Alliance Team is 800-515-2157.
- You will be prompted to key in your Schwab Account #, Login ID # or Social Security # to get started.
You can also provide verbal Authorization on Move Money transactions by calling Schwab Alliance at 800-515-2157
- You will be prompted to key in your Schwab Account #, Login ID # or Social Security # to get started.
For security purposes, Schwab will NEVER text you anything. If you receive a text from "Schwab" is a scam and delete it immediately.
More Information on Schwab Alliance
Direct Mutual Funds
Columbia Funds (Seligman, RiverSource, Threadneedle)
529 College Savings Plans
CollegeAmerica (American Funds)
Variable Annuities
Talcott Resolution (Formerly The Hartford) Director & Director Access
Lincoln National American Legacy II
Delaware Life (MFS) Regatta Gold/Platinum
Nassau (Phoenix) Big Edge Plus
If you need assistance, please contact one of Nelson Securities' Financial Professionals at 800-345-7593, Email Us or Ask a Question.