Your rebel Financial Personal Website (rFPW)
Log in here to access your rebel Personal Financial Website. This is your main access to view all of your financial accounts. This is also where you may access tools, educational videos, calculators, collaborate with us in the creation of your financial plan, and access your vault.
Your vault is where we post all of your statements, review materials, financial planning documents, and legal documents because it is more secure and convenient than traditional email. We have enabled your account so that you may also upload and store important & valuable documents in addition to the documents we post there for you.
Your TD Ameritrade Account
Log in here to access your TD Ameritrade account directly. TD Ameritrade is our primary custodian (even though you are free to choose from almost any custodian in the US) and you may access your account 24/7. If you have an Individual, Joint or IRA account with us than it is most likely through Ameritrade and you will log in here to access directly.
Your Fidelity Account
Log in here to access your Fidelity account. You will most likely have an account with Fidelity through our affiliation with Ohio’s Public University Retirement Program. Register or login here to access your Fidelity 403b, 457b, 401k, or ARP account with us.
Your TIAA CREF Account
Log in here to access your TIAA-CREF account. You will most likely have an account with TIAA-CREF through our affiliation with Ohio’s Public University Retirement Program. Register or login here to access your TIAA-CREF 403b, 457b, or ARP account with us.
Your (former) Jefferson National Account (now through Nationwide)
Log in here to access your (former) Jefferson National (now Nationwide) account. You will most likely have an account with Jefferson National Non-Qualified (NQ) Annuity through us.