 |
 |
| By
clicking on any of these links below, you will leave The Pacific
Asset Management web site. |
| How
do I set up access to view my accounts over the internet? |
| Accounts can
be viewed on the internet by clicking on the words "Client
Log In" at the top of home page". If you don't have
a log in established give me a call and I will set one up
for you." |
|
| Pacific
Life Annuity Accounts |
|
To set up internet access to your account go to the following
site:
https://annuities.myaccount.pacificlife.com/public/myaccount/my_index.html
Click on the link for first time users. This will guide
you through the login process. |
|
| John
Hancock |
To set up internet
access to your account go to the following site:
www.johnhancockannuities.com
Click on the phrase “Register me now”. This will
guide you through the login process. |
|
| US Allianz |
To set up internet
access to your account go to the following site:
www.usallianz.com
This will guide you through the login process. |
|
| How
do I go about making transactions in my account? |
| If you need to
make a new purchase, or change to the securities in your account
simply call 800-344-7060 and enter the extension of your primary
account executive. |
|
| What
hours of the day can I reach someone if I have questions on
my account? |
| We are generally
available to you anytime from 6:30 am through 4:00 P.M., and
can also be reached after hours on our automated voice mail
system. |
|
| If I
need to make a deposit to my account where do I mail the check. |
| If you would
like to make a deposit to your account please make the check
payable to “J.P. Morgan Clearing Corp.” Please
reference your account number in the memo section of the check.
If you are making a contribution into a IRA or company retirement
plan please also indicate the year the contribution is for.
Checks should be mailed to the following address: |
First Allied
Securities, Inc.
c/o Aaron Phillips
3130 Crow Canyon Place
Suite 425 San Ramon, CA
94583 |
|
| How
do I request a distribution from my IRA account. |
If you need to
take a distribution from your IRA account please contact us
and we will send you a distribution form then fax it to us
at 925-867-2975.
You can also mail the form to the following: |
First Allied
Securities, Inc.
c/o Aaron Phillips
3130 Crow Canyon Place
Suite 425 San Ramon, CA
94583 |
|
| How
do I request past statements, 1099s or cost basis information
on my accounts. |
| We can provide
you with detailed cost basis information on your accounts
including the segregation by tax lots. If you would
like us to forward this information to you or your Tax Advisor
please call us at 800-344-7060. |
| |
| By
clicking on any of these links above, you will leave Pacific
Asset Management's website. |
| Inclusion of
“hypertext links” and/or “hyperlinks”
is in no way a recommendation or endorsement of said companies
or services. Pacific Asset Management Group has made these
sites available as a convenience, but they are used at your
own risk. Neither Pacific Asset Management Group nor First
Allied Securities, Inc. is responsible for the content or
performance of any linked site. Research information, views,
opinions, and other recommendations obtained from sources
outside of Pacific Asset Management Group are believed to
be reliable, but we cannot guarantee their accuracy or completeness. |
