Our clients own many types of investment and insurance accounts. Your accounts are held by a third party custodian. Please use the instructions below to access your account through the appropriate custodian.
- Southwest Securities, Inc.
Step 1: Fill out an Account Access Form and fax it to (817) 820-1280.
Step 2: Once you receive your username and password in the mail (about 7 business days after submission), log on at the Southwest Securities website.
Step 1: Pull up the Schwab Institutional website
www.schwaballiance.com
Step 2: If you already have a user id and password, log on. If not, click the following link for Login ID setup.
Step 3: Enter your authentication information and hit continue.
- Mutual Fund, Annuity, or Life Insurance policy held directly at the fund or insurance company
Signal has literally hundreds of companies with which we do direct business. It is impossible to list them all here with their particular login instructions.
Most of the companies allow access to accounts via their websites. The websites are generally easy to find by typing the company name in any search engine. You may click here to go to Google and search.
If you have any difficulties please contact your representative or call the Signal Home Office at (800) 772-2390 for assistance.
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