To access your account information online, please click on the link that corresponds with your account custodian:
The Charles Schwab Corporation provides securities brokerage and financial services to individual investors and the independent investment advisors who work with them. As one of the nation’s largest financial services firms, Schwab serves more than 6.8 million client brokerage accounts, 527,000 corporate retirement plan participants, 178,000 banking accounts – all representing more than $1.3 trillion in client assets.
Charles Schwab is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. Charles Schwab is not making a recommendation when individuals select a RIA, nor is it responsible for the investment advice and other services provided by participating Advisors.
Fidelity investments was founded in 1946 and has grown to be one of the largest mutual fund and financial services groups in the world. Fidelity Investments manages a large family of mutual funds, in addition to providing discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance and a number of other services. Fidelity Personal, Workplace and Institutional Services (PWIS) is the largest provider of 401(k) retirement plan services in one country.
Registered Investment Advisor (RIA) services are provided by independent Registered Investment Advisors who are unaffiliated with Fidelity Investments. Fidelity not making a recommendation when individuals select a RIA, nor is it responsible for the investment advice and other services provided by participating Advisors.
Vanguard is one of the world's largest investment management companies. Their aim is to help clients reach their financial goals by being the world's highest-value provider of investment products and services. Vanguard offers an impressive selection of investment options including Vanguard mutual funds, exchange traded funds (ETF's), individual stocks and bonds, and convenient access to non-Vanguard funds as well. Investments offered by Vanguard are designed to support long-term investing, which can be beneficial in uncertain economic times.
Registered Investment Advisors (RIA’s) are not employees or agents of Vanguard or any of their respective affiliates or subsidiaries. Vanguard is not making a recommendation or acting as a fiduciary when individuals select a RIA, nor is it responsible for the investment advice and other services provided by participating Advisors.
TIAA-CREF offers a wide range of investment products and services designed to meet investors' specific financial needs, offering expert ways to help them control and manage income through retirement. TIAA-CREF is pleased to help the employees of Purdue University plan for retirement. For nearly 90 years, they have been helping millions of people in the academic, medical, cultural and research fields plan for retirement. They offer you options to tailor your plan to your investment style and goals.
Registered Investment Advisors (RIA’s) are not employees or agents of Teachers Insurance and Annuity Association (TIAA), College Retirement Equities Fund (CREF) or any of their respective affiliates or subsidiaries. TIAA-CREF is not making a recommendation or acting as a fiduciary when plan sponsors or participants select an Advisor from the Network, nor is it responsible for the investment advice and other services provided by participating Advisors.
Banker Investment Group, LLC (BIG) is independently owned and operated. Charles Schwab, Fidelity, Vanguard and TIAA-CREF neither endorses nor recommends any BIG advisor or investment strategy. BIG provides investment advisory services for your account. These listed custodians have agreements with BIG under which each provides services related to your account including custody, trading, and operational support services for RIAs. These institutions do not review the BIG website, and make no representation regarding the content of this website. The information contained in the BIG website should not be considered to be either a recommendation by Charles Schwab, Fidelity, Vanguard or TIAA-CREF or a solicitation of any offer to purchase or sell any securities.