MANAGE YOUR FINANCIAL FUTURE, SIMPLY AND SECURELY Log in from any device NorthwesternMutual.com is making it easier to manage your money and accounts and plan for your financial future. PERSONAL INSURANCE & INVESTMENTS BENEFITS ACCESS YOUR ACCOUNTS SELF SERVICE & BILL PAY ACCOUNT AGGREGATION DID YOU KNOW? If you have already registered for the Brokerage and Advisory log in, you can continue to access your Northwestern Mutual accounts and information by using your existing ID and password. BUDGETING TOOLS We re here to help. If you have questions, please call one of our service representatives at 1-866-950-4644 between 7:30 a.m. and 5:00 p.m. Central Time, Monday through Friday (excluding holidays) or contact your financial representative.
YOUR FINANCES AT YOUR FINGERTIPS FINANCIAL MANAGEMENT TOOLS NorthwesternMutual.com makes it easy to create and manage a budget, monitor cash flow and see your complete financial picture. Gain more control over your financial planning and a better understanding of how the decisions you make today affect your financial future. ACCESS MADE EASY FINANCIAL DASHBOARD See a summary of your Northwestern Mutual insurance and investments. ACCOUNT AGGREGATION Consolidate everything from credit cards to retirement accounts, letting you see your complete portfolio while giving your financial professional a summary view to help support your financial planning. BUDGETING TOOLS Under the FINANCIAL TOOLS tab, simple financial management tools make it easy to view your net worth, set budgetary goals and manage accounts through alerts and streamlined reporting.
STEP-BY-STEP ONLINE REGISTRATION To register, you will need to have your product number. Your product number could be your investment account, insurance policy, annuity contract or insurance service account number. TO CREATE YOUR ONLINE ACCOUNT: 1 On NorthwesternMutual.com, select the Personal Insurance & Investments tab from the Log In drop-down menu 2 Select REGISTER FOR ONLINE ACCESS Have one of your account or policy numbers ready. 3 Enter personal information and select NEXT 4 Read the TERMS OF USE
STEP-BY-STEP ONLINE REGISTRATION(Cont d) 5 Select the checkbox and Accept 6 Enter your contact and login information 7 Choose your security image and security questions * Note: There are four registration security questions to help protect your information. Each time you log in from a new device you will be asked for the answers. 8 Select REGISTER 9 Use the Northwestern Mutual link on the confirm registration screen to log in to your account Register to view your accounts 1 Verify 2 Create 3 Identity Profile Confirm Registration Congratulations! You have successfully registered. Click Northwestern Mutual to log in now and remember to add it as a bookmark for quick access in the future. * Note: You can change your preferences at any time.
GOING PAPERLESS We re working to reduce the paper. Currently, if you have investments or personally-owned Variable Life & Variable Annuity policies, you can elect to go paperless. IT S SIMPLE AND SECURE You ll receive an email notification when a document is available online. Easily view, print or save your financial documents* from anywhere. 1 Select Preferences in the header menu 2 Select the Document Delivery tab 3 Choose Quick Settings» edelivery to apply paperless to all eligible documents, as well as for documents that become eligible in the future * Note: Only documents for personally-owned Variable Life and Variable Annuity policies will be available initially for paperless e-delivery. Eligible documents are Annual Reports, Semi-Annual Reports and Prospectus books.
GOING PAPERLESS (Cont d) FOR BROKERAGE & ADVISORY ACCOUNTS (NMIS ONLINE) 4 Click the Northwestern Mutual Investment Services link 5 Click the Go paperless link at the top of the screen 6 Add an email address then select the appropriate e-delivery Preferences from the document delivery preference box for each account 7 Click Save and accept the Electronic Notification Agreement Note: You can return to this page and change your delivery preferences at any time. After setting up e-delivery, your brokerage account documents will be available to view online. Electronic delivery will take effect five business days after your enrollment. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Securities are offered through registered representatives of Northwestern Mutual Investment Services, (LLC) (NMIS), a subsidiary of NM, broker-dealer and registered investment adviser.