View Accounts

View Accounts

 

Click on the links provided below or on the logos in the left column to access the different accounts.
Consolidated Account Information
Login

 

Review your consolidated holdings accross accounts and investments and take a comprehensive view of your wealth with the ability to dig into holdings, transactions and investment performance. Request a temporary password for PartnerView by email at info@bernardfinancialservices.com
Brokerage Account Information
MyStreetscape

 

My Streetscape is an Internet based system developed for the individual investor to help manage their entire portfolio from their home or office computer via the Internet 24 hours a day, 7 days a week. Request a user ID and Password for Streetscape by Email at info@bernardfinancialservices.com
Managed Accounts
ClarkLansen

Genworth

Niemann


ICON

 

Investment Services available from:

Clarke Lanzen Skalla

 

 

Genworth Financial

 

 

Niemann Capital Management

 
 

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Mutual Funds and Annuity Account Access
American Funds

Putnam

InvescoAIM


Nationwide

Oppenheimer

 

 American Funds




Putnam Funds






Invesco AIM





Nationwide Financial




Oppenheimer Funds

 
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