My Account

Welcome to Palmer Retirement Online Account Services Information

In today’s fast-paced, busy world, you need all the convenience you can get. With our Online Account Services, you have access to your account information 24 hours a day, 7 days a week! When you enroll, you will have access to:

  • Real-time account information for individual or multiple accounts
  • The latest news and research reports
  • Portfolio reports including asset allocation pie charts and performance reports
  • Real-time quotes, news charts, company profiles and industry comparisons
  • Customized Market Alerts
  • Portfolio-to-Go tool
  • Equity and Mutual Funds screeners covering over 10,000 securities and 500 mutual fund families
  • Customized Watch Lists
  • Online BillPay
  • A wide variety of financial calculators and many links to other helpful financial websites
  • Data download capabilities for popular personal financial management programs such as Microsoft Money and Quicken.

Sign Up Information

For your privacy and security, please contact Wells Fargo Clearing Services, LLC directly at 1-877-488-3748. Please have your account numbers and information in hand before making the call.

You will receive your username and temporary password. After logging on, you will be able to change your password and have access to your account information.

Let’s work together towards your financial independence.