Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

Getting Started with Jefferson National

Jefferson National’s award-winning Account Management Platform1 leverages technology in an entirely new way for RIAs and Independent Advisors. Put the Account Management Platform to work for you—open, control and manage your clients’ accounts without breaking a sweat.

Advisors: Register for access to MAX and the Account Management Platform

Register for MAX and the Account Management Platform. RIAs may immediately access tools that make it easy to integrate Monument Advisor into your practice. Broker/Dealer Registered Representatives may register, print and sign the agent questionnaire and preview the site functionality until Jefferson National processes your registration. Use our:

Access the MAX Dashboard

Access the MAX Dashboard to store all comparisons and calculations you’ve run for your clients in one spot

  • Recall any information quickly, or make adjustments to your calculations
  • Prepare client presentations based on these calculations
  • Email these presentations to your clients directly from the website

Apply Online

Complete our online application (you can even do this while the client is in the office), then:

  • Print the completed form
  • Sign the necessary pages
  • Mail to us for expedited processing

Use Our Free Concierge Service

Enter basic client information into our online concierge forms and within 24 hours our Concierge Team will email a completed application back to you.

  • Sections requiring additional information or signatures will be highlighted
  • The file will be password protected
  • In the event of a 1035 Exchange or Transfer, we’ll notify you if the transferring company requires its own forms