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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

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.

New Investment Options

  • Fidelity Freedom Income
  • Janus Aspen Global Unconstrained Bond
  • PIMCO Income
  • Permal Alternative Select
  • Invesco Core Plus Bond
  • Columbia Strategic Income

Fund Closings

  • Wells Fargo Advantage VT Small Cap Value
  • Pioneer Disciplined Value
  • Tops Balanced EFT Class 2

Fund Name Changes

Former Name

New Name

JNF SSGA Retirement Income Portfolio

JNF Exceed Defined Shield Index Portfolio

Ibbotson Agr Growth ETF Allocation

Morningstar Agr Growth ETF Allocation

Ibbotson Balanced ETF Allocation

Morningstar Balanced ETF Allocation

Ibbotson Conservative. ETF Allocation

Morningstar Conservative. ETF Allocation

Ibbotson Growth ETF Allocation

Morningstar Growth ETF Allocation

Ibbotson Income &Growth ETF Allocation

Morningstar Income &Growth ETF Allocation

Invesco Money Market

Invesco Government Money Market

Van Eck Emerging Markets

VanEck Emerging Markets

Van Eck Global Gold

VanEck Global Gold

Van Eck Global Hard Assets

VanEck Global Hard Assets

Van Eck Unconstrained Emerging Markets Bond

VanEck Unconstrained Emerging Markets Bond

Call the Advisor Support Desk to learn more about these latest additions to Monument Advisor’s underlying investment lineup (866) 667-0564.

 

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