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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
Platform Alerts November 7, 2017

Monument Advisor Platform Changes

Recent changes to Monument Advisor platform include the addition of 2 investment options, 16 underlying fund name changes, and the closing of 1 underlying fund.

Platform Alerts March 1, 2016

Jefferson National and Exceed Investments Launch JNF Exceed Defined Shield Index Portfolio

Jefferson National has partnered with Exceed to launch the first “defined outcome” fund within a tax-deferred wrapper to help RIAs and Fee-Based advisors manage the volatile market.

Platform Alerts September 22, 2015

Scheduled Maintenance this Saturday at 10PM

Jefferson National is scheduled to perform routine maintenance on JeffNat.com from Saturday, 9/26 at 8PM ET until 6AM ET on Sunday, 9/27.

Platform Alerts

Guggenheim Macro Opportunities Fund Liquidation

The Board of Trustees of the Guggenheim Variable Funds Trust (the “Trust”) has approved plans to liquidate the Guggenheim Macro Opportunities Fund (the “Fund”), an investment option available in the Monument Advisor variable annuity.

Platform Alerts

Liquidation of Direxion Dynamic VP HY Bond Fund and the Direxion VP Indexed Managed Futures Strategy Fund

The Board of Trustees of the Direxion Insurance Trust (the “Trust”) has approved plans to liquidate the Direxion Dynamic VP HY Bond Fund and the Direxion VP Indexed Managed Futures Strategy Fund, which are offered within Jefferson National’s Monument Advisor Variable Annuity.

Trading Alerts

Labor Day Holiday Trading Schedule

Markets will be closed on Monday, September 4, in observance of the Labor Day Holiday. All subaccounts in Jefferson National products will be closed for trading that day. 

Trading Alerts

Independence Day Holiday Trading Schedule

Markets will be closed on Wednesday, July 4, in observance of Independence Day. 

Platform Alerts

Monument Advisor Adds 5 New Investment Options

In response to advisor demand, Jefferson National continues to optimize the robust Monument Advisor investment option lineup with the addition of five new subaccounts effective Friday, October 30, 2015.

Platform Alerts

Liquidation of Putnam VT Voyager Fund

The Board of Trustees of the Putnam Voyager Fund, an investment option offered in Jefferson National’s Monument Advisor Variable Annuity, has approved plans to reorganize the fund into another fund which is NOT offered in Monument Advisor.

Platform Alerts

Monument Advisor Platform Changes Effective May 1, 2016

Effective May 1, 2016 changes to the Monument Advisor platform include the addition of six investment options, 11 underlying fund name changes, and the closing of 3 underlying funds.