Broker Check

Your Consolidated Investment Statement is NOW Available!

View financial info on Brokerage, IRA, Annuities and Variable Life accounts you purchased through Liebert Financial Services and Kestra Investment Services, LLC.

To access your consolidated investment statement, please click on the logo below and Register as a first time user. Contact our office for your temporary password. You will be asked for your Social Security number and to change your password the first time you enter. Please take note of your changed password - we do not have access to this security information.

If your investments are held through Resources Trust Co., please contact our office for information on obtaining online statements.

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