The Dunlap Group

CONNECT

Address:

111 University Drive East Suite 110
College Station, TX 77840

Phone:

(979)260-9629

Fax/Other:

(979)260-1043

Access Your Retirement & Investment Accounts

Employees of an employer sponsored retirement plan, you may access your account from the following website that handles your employer's retirement plan records:(to access the WEBSITE, please click on the words in BOLD

Individuals with individual retirement plans may access their accounts through:

  • Lincoln Investment Planning, Inc. - Click on My Account. Please contact our office if this is the first time you have tried to sign on to this website to view your information. 979-846-4039
  • ADP - Clients that receive retirement plan statements from ADP may use this link to review their most current retirement account statement.
  • American Funds - Use this WEBSITE to access your American Funds. You will need your American Funds account number to create to a password to see your retirement information.
  • OneAmerica - This WEBSITE is for retirement plan participants that receive retirement plans statements from One America (AUL). Please use this website to review your retirement account.
  • The Burke   - This WEBSITE is for the Burke Center retirement plan participants.
  • LincolnNationalLife - This WEBSITE is for retirement plan participants that receive retirement plans statements from Lincoln National Life. Please use this website to review your retirement account.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck