Resources

Clients, Get to Know Account View

One of the most exciting aspects of Prudential’s strategic partnership with LPL Financial is the tools and resources that will be available to help you reach your financial goals.

One of those tools is Account View, and we're pleased to share details about it.

Account View will connect you to your financial information and your financial advisor with ease and flexibility anytime, anywhere, and on any device.

https://www.prudential.com/

Creating a login for Prudential.com

For clients with Life/Annuities/Investment accounts:

1. Visit prudential.com

2. Click “Register” button in upper right

3. Select the type of account you have and would like to register with to start.

4. Enter information in required fields

5. Press “Next” and verify your account number

6. Continue to Step 2 to create your username and password.

Other places to log in and see your account information:

E-Money - Wealth Management System

Lincon - Individuals | Lincoln Financial

Jackson - Jackson - Clarity for all | Jackson

We will be hosting a Once-a-Month Technology Class to help clients with navigate our new technology

starting in January 2025.

Click Below to sign up for the class.