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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.

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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. Please see a prospectus for regular fund closing times. Questions? Call us at (866) 667-0561.

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Press Releases November 14, 2016

Jefferson National Launches Latest Investing Insights White Paper: Replacing Fixed Income in a Low Rate/Low Yield Environment

New Research from Chief Investment & Research Officer Helps RIAs and Fee-Based Advisors Harness Power of Liquid Alternatives to Manage Risk with Greater Upside Potential. 

Press Releases November 10, 2016

Jefferson National Partners with Securities America to Supply Tax-Advantaged Investing Solution to One of the Nation’s Largest Independent Broker Dealers

Securities America’s Advisors Now Have the Ability to Leverage Industry’s First Flat-Fee Investment-Only VA to Enhance their Fee-Based Practice

Press Releases August 22, 2016

How to Attract the Next Generation of Investor: Holistic Planning, Fiduciary Model and Advisor Experience Are Key to Earn Trust of Gen X and Millennials

Successful Advisors drive greater growth and profits by meeting needs of Next-Generation Investors, according to Jefferson National’s second annual Advisor Authority Study

Press Releases August 3, 2016

Majority of RIAs and Fee-Based Advisors Say Brexit Will Not Impact U.S. Economy or Clients’ Portfolios

Jefferson National’s Latest Survey Shows Advisors Remain Confident in Face of Britain’s Unprecedented Vote to Leave the European Union

Press Releases July 25, 2016

Jefferson National Partners with Laser App Software to Provide RIAs and Fee-Based Advisors with Streamlined Application Process

Jefferson National Integrates Laser App to Streamline Application Process

Press Releases July 20, 2016

Jefferson National Launches New Technology Integration Resource for RIAs and Fee-Based Advisors to Enhance Accessibility and Efficiencies of Tax-Advantaged Investing

Full Integration with Advisors’ Preferred Tech Tools, Including Top Custodians, Trading Platforms and Account Aggregation, Through Single Centralized Resource 

Press Releases July 11, 2016

Jefferson National Partners with Cetera Financial Group® to Supply Tax-Advantaged Investing Solution to One of the Nation’s Largest Networks of Independent Broker Dealers

Cetera's Financial Advisors and Financial Institutions Have Ability to Leverage Industry’s First Flat-Fee Investment-Only VA to Create Client Value and Enhance their Fee-Based Practice.

Press Releases June 27, 2016

Market Volatility Drives RIAs, Fee-Based Advisors and Investors to Adapt; Alternatives and Tactical Management are Top Solutions

Jefferson National’s Advisor Authority Special Report takes 360-Degree View on Volatility, examining Causes and Defensive Measures

Press Releases June 13, 2016

Jefferson National’s Second Annual Advisor Authority Study Reveals: RIAs, Fee-Based Advisors and Investors Say Managing Volatility and Protecting Assets Top Concerns—But Advisors May Underestimate Clients’ Concerns about Healthcare Costs and Taxes

Findings Show Investors Value Holistic Planning and Fiduciary Standard—and Those Who Work with Advisors More Optimistic than Those Who Do Not.

Press Releases May 9, 2016

Jefferson National Launches New ‘Restricted Stretch’ Payout Option for Flat-Fee IOVA to Enhance Suite of Wealth Transfer and Legacy Planning Solutions for RIAs and Fee-Based Advisors

Additional Enhancements Include New Non-Qualified Stretch Calculator and Proposal Generator