We play well with others

Jefferson National’s account information seamlessly integrates with your custodial platforms

Using Pershing NetX360 or Trade PMR? Jefferson National’s Monument Advisor variable annuity is available right on the platform so contract data is consolidated within your clients’ brokerage accounts. This means:

• You get the valuation of clients’ VA contracts updated in real time on your workstation
• Account information is reported on your clients’ brokerage account statements—right down to the subaccount level.

• • Pershing Advisor Solutions

    pershing.com/ria

  • Trade PMR

    www.tradepmr.com

What about Schwab Institutional, Fidelity Institutional Wealth Service or TD Ameritrade Institutional? Rely on automated asset and account aggregation via DST FanMail and DST Vision.

• • Schwab Institutional

    impact.schwab.com/about

  • TD Ameritrade Institutional*

    tdainstitutional.com

  • Fidelity Institutional Wealth Service

    fiws.fidelity.com/advisor/portal/home

Streamline business. Create value for the fee-based practice. That’s just what we do.

*TD Ameritrade Affinity partner.