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Account Access Links
MyStreetscape:

My Streetscape provides access to your Kestra Investment Services accounts custodied at National Financial Services (NFS). My Streetscape is an Internet based system developed for the individual investor to help you manage your entire portfolio from your home or office computer via the Internet 24 hours a day, 7 days a week. My Streetscape was created to allow individual investors to:

  • Obtain delayed quotes
  • View positions and account balances
  • View account history
  • Obtain market data (delayed quotes, news, charts, company profiles)
  • Calculators
Kestra PartnerView:

Want to view the value of your accounts 24 hours a day, seven days a week? Want to understand the performance of your investment holdings? PartnerView provides you with this information and much more. You can view the reports available via Kestra Investment Services PartnerView in a convenient and secure fashion. PartnerView consolidates account information for accounts custodied at NFS, and most direct accounts held at mutual fund, annuity and insurance companies.

PartnerView is provided to you by your registered representative and complements the many other services, products, and solutions offered via their relationship with Kestra Investment Services. Please contact your representative if you have questions or you want to discuss solutions geared towards building your financial future.

Advisor Enterprise:

Advisor Enterprise allows you around the clock access to your portfolios that are managed in the Advisor Enterprise platform. Review your consolidated holdings, accounts, and investments and take a comprehensive view of your wealth with the ability to review holdings, transactions and investment performance. Advisor Enterprise greatly enhances the ability to manage your portfolio and realize tax opportunities as they arise.

Money Tree: Optional Secure Online Planning Survey

 

Information you provide in this survey allows financial analysis of your individual situation and will help to produce a realistic assessment of your financial situation

First Meeting Information

It would be helpful to bring the following information with you for your first meeting with our advisors. This information will be used to put together a financial or investment plan for you.

1.Most recent individual income tax returns.

2.Birth dates, Social Security Numbers, Driver's License Numbers and expiration dates.

3.Copies of most recent statements for all brokerage, 401(k), IRA, retirement plans, and investment etc. accounts.  Include detail (i.e. individual investments and cost basis) if available.

4.General information on any available retirement plans, including benefits.

5.Summary of life insurance information, including cash surrender values. Info on any other insurance such as long-term care, annuities, etc.

6.Estimated fair market values of real estate and related mortgages, any other debt, autos, other toys, etc.

7.Current estate planning documents (i.e. living trusts), if any.

8.Thoughts about your financial goals and objectives.

Please gather whatever you can and bring it with you to the meeting. Please don't hesitate to call us at 269 441-5006 if you have any questions when pulling this together.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI) and are not affiliates of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS or NFPISI.  Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms.


This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 512-697-6000.

 

 


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