Client Account Access

• RBC
  Account Login 
• Charles Schwab
  Account Login
• TD Ameritrade Institutional
  Account Login

• Envestnet
  Account Login
• eMoney
  Account Login

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Important Information About Procedures for Opening a New Account With Investment Planners, Inc.

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Investment Planners, Inc. falls under the definition of "financial institution".

What this means to you:
When you wish to open an account with Investment Planners, Inc., we will ask for your name, address, date of birth and other information which will allow us to adequately identify you.
We may also ask to see your driver’s license, passport or other appropriate identifying documents.

Thank you for your assistance in this matter of greatest importance as we all make every effort to combat terrorism, the funding of terrorism and other illegal money laundering schemes.