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.  View your comprehensive wealth with the ability to also dig into holdings, transactions and investment performance.

Contact us to request a temporary password for PartnerView. Call (303) 750-1555 or email us at David@BernardFinancialServices.com


Brokerage Account Information

 

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
 

 

Investment Services available from:

 

Clarke Lanzen Skalla


Mutual Funds and Annuity Account Access
American Funds

Putnam




Nationwide

Oppenheimer

 

American Funds


 


Putnam Funds









 

 

Nationwide Financial




Oppenheimer Funds

 


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra Investment Services, LLC makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra Investment Services, LLC liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.