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Account Access

Online Portfolio Summary
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Berman McAleer Online Portfolio Summary

Click on the link to the left to view all of your investment accounts together, including positions, transactions, and account history. Account and overall portfolio performance is also available in this unique and secure on-line resource.

Access to this site must be set up in advance of its use. Please email:

OnlineAccess@BMCplanning.com

Setup will be complete within 3 business days.

eStatements (Go Paperless!)

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NFP Securities - eStatements (Go Paperless!)

Click on the link to the left to access your brokerage accounts through NFP Securities. View holdings, transaction history, past statements, and other account documentation for brokerage accounts held at NFP Securities, Inc.

Access to this site must be set up in advance of its use. Please email:

OnlineAccess@BMCplanning.com

Setup will be complete within 3 business days.

Berman McAleer 9690 Deereco Road, #800, Timonium, MD 21093
Phone: 888-205-9960 Fax: 410-560-7992 Email: sgranger@BMCplanning.com

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFPSI. Berman McAleer is a member of PartnersFinancial, an affiliate of NFPSI. Berman McAleer and NFPSI are not affiliated.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.