Active Money Management Facebook Link
Our primary regulator, FINRA, provides numerous investor education materials. One
resource is BrokerCheck, which provides information about firms and financial advisors.

JW Cole Account Access

Welcome to the My Financial Life (J.W. Cole Account Access) Area

Please click on the buttons below to access your account information:

JW Cole Account Access

Registration Instructions

Step 1

Click on the Yellow Bar which says 'Registration'

Step 2

Enter Social Security # and Client Temporary Password (SHEABLVD)

Step 3

Click Next and then Accept

Step 4

Fill in the required information and click OK

Step 5

This will generate an e-mail to Active Money Management. In turn, we will e-mail you with instructions and once you confirm that you received our e-mail, we will activate your log-on within 2 business days.

Step 6

Remember to change your password.