Financial Intermediaries

BPAS is dedicated to helping our partners grow their retirement practice. The Financial Intermediary website provides various tools to enhance your relationship with clients.  

By logging onto the Advisor Web below, you will gain access to important client information

Mutual funds are constantly making changes. To see the Mutual Fund Actions Bulletin Board, please click here.

New Advisor Website Login

To see a preview of the new financial intermediary website, please click here. You can also click links for the status of the website upgrade project or FAQs and Operating Guidelines for using the advisor site. As with all three levels of the website, features of this site will continue to evolve over time. BPAS will be in contact with our Financial Intermediary partners to provide specific login instructions.

Not yet a partner of BPAS?  Click here for more information.