Login to your Account
For Brokerage accounts go to: www.mystreetscape.com/my/sfn
*If it is your first time logging into your Signator brokerage account you must call 800-543-6611 in order to get your login information. Due to privacy restrictions I do not have the ability to get you this information.
How to add your account to Quicken or Mint.com:
Directly Held Mutual Funds:
Alliance Bernstein Funds American Funds Ivy Funds Invesco AIM John Hancock Freedom 529 John Hancock Funds MFS Funds MI 529 Advisor Oppenheimer Funds Putnam Funds Transamerica Funds Annuities: Jackson National Annuities John Hancock Annuities Transamerica Variable Annuities Insurance: American General Life Insurance Banner Life Insurance Genworth Life Insurance John Hancock Life Insurance MetLife Life Insurance Principal Life Insurance Transamerica Life Insurance Quicken & Mint Instructions for Brokerage Accounts
Quicken Follow the steps below to download to Quicken:
- Create a new Quicken Account
- When asked for Type of Account, select "Brokerage" under "Investments"
- When asked for a Financial Institution of where this account is held: select "myStreetscape"
- Enter the myStreetscape ID and PIN
- Enter the SII brokerage account (Upper-case only and no dashes or Quicken will not be able to find the account)
- NOTE: Information downloaded into Quicken can then be imported into Turbo Tax.
Mint.com
Follow the steps below to download to Mint.com:
In the section on Mint.com where it asks you to "Enter a Bank Name or URL", do the following:
- Type: myStreetscape and click search
- Click on Next until you see SignatorOne Access
- Click SignatorOne Access
- Enter the myStreetscape User ID and PIN
- Click "Add It!"
How to download your directly held Oppenheimer Funds Account to TurboTax & Quicken:
Q: Which versions of TurboTax & Quicken are compatible with my OppenheimerFunds accounts?
A: You can download to:
- TurboTax 2011 & Turbo Tax Online - Quicken 2009, 2010, and 2011 for PC Q: How can I download my OppenheimerFunds 1099 information into TurboTax?
A: Under Federal Taxes >Wages & Income> Your 2010 Income Summary, select the Update button in the ‘EasyImport’ section. Select the radio button to get information from a financial institution, and select “OppenheimerFunds Inc” as the financial institution. Enter the username and password that you currently use to access your accounts at OppenheimerFunds.com as your ‘User Name’ and ‘Password’. This will allow TurboTax to connect to OppenheimerFunds and retrieve your 1099 tax form information.
Q: How can I download my account information into Quicken?
A: Activate the Quicken Account set up Wizard, and select “OppenheimerFunds” as the financial institution. Enter the username and password that you currently use to access your accounts at OppenheimerFunds.com as your ‘customer ID’ and ‘PIN’. This will allow Quicken to connect to OppenheimerFunds.com and retrieve your transaction information.
Q: What account types are unavailable?
A: Shares held in Brokerage accounts, 529 plans, Group 401(k) Plans, and other accounts that are not visible on the website. If your Oppenheimer funds shares are held in a brokerage account see above instructions specific to brokerage accounts. Q: Who do I contact if I need technical help?
A: Oppenheimer funds can assist you with OppenheimerFunds.com account registration and password changes. For technical questions about TurboTax or Quicken you should go to turbotax.com or quicken.intuit.com
1. Download to TurboTax or Quicken is available only if your name appears in your account registration. At times this website may be inaccessible or its transaction feature may be unavailable. MRT-2-1-31/11 Can't find your log in information or having other problems logging in to your account? E-mail Asa at alakeman@vantagepointefinancial.com for assistance.
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