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

Managing MAx Models

Watch this tutorial for a broad overview of the model trading functionality on the JeffNat Account Management Platform.

Account Management Overview

This tutorial provides a quick overview of 2 important pages on the JeffNat Account Management Platform: The Account Management Home page, and the Account Summary page.

Getting Started (for Advisors)

Learn the basic steps to begin managing account on the JeffNat account management platform.

Using JeffNat Proposals in your Practice

Learn how to generate FINRA-approved proposals to help you market your practice to clients and prospects.

Logging in and Navigating the JeffNat Account Management Site

This 3-minute tutorial explains how to log in and begin managing your clients' accounts on the JeffNat Account Management site.

August 24, 2015

Using the JeffNat Variable Annuity Comparison Calculator

Watch this video and learn how to compare up to 3 variable annuities with JeffNat's Variable Annuity Compariscon Calculator. See if a tax-free 1035 exchange may help save your clients more for retirement.

How to Manage Fees on the JeffNat Platform

Jefferson National's Mark Forman demonstrates how to set up a fee management instruction on the Jefferson National Account Management platform.

Setting up Your Jefferson National Account Target Allocation

The 'Target Allocation' feature on the JeffNat Account Management platform allows you to manage a list of favorite investment options.