Northwestern Mutual Investment Services, LLC 

 

Northwestern Mutual Investment Services, LLC (NMIS) has been a member of the Northwestern Mutual family of companies since 1968. NMIS serves the investment planning and product needs of individuals and businesses and is committed to offering high-quality products, personal service and innovative solutions.

Our client services go above and beyond what you may expect from a financial services provider. We believe in working with you and for you to accomplish your goals and meet your needs.

Special account services for individuals with NMIS accounts include electronic transfers, dividend reinvestment, a mutual fund purchase program, account protection, direct deposit, check writing privileges and online account access.

We offer a broad array of individual investment services ranging from college education funding to IRA solutions.

Our reputation is built on the solid foundation of Northwestern Mutual. We are a wholly owned company offering investment services in over 60 cities nationwide. Client investable assets currently total more than $29 billion.

For Corporations

Choosing a retirement plan for your business, whether you are a sole proprietor or CEO, is a decision that can profoundly impact your long-term financial well being and that of your employees.

Business Retirement Plan Services
Objective guidance and a wide variety of choices are imperative when selecting a provider for your business retirement plan.

For Individuals

Northwestern Mutual Investment Services, LLC (NMIS) serves the investment services and product needs of individuals.

  • Provide high-quality investment services and products.
  • Build diversified investment portfolios.
  • Develop objective, personalized plans.
  • Focus on long-term investment results.

We offer financial accounts that can help you consolidate your assets, while providing valuable features and distribution choices for assets in your retirement when changing jobs.

NMIS Online provides detailed account information, investing tools, and market research through our online services for individuals.

Investment Products

529 Plans

Bonds

Certificates of Deposit (CDs)

Coverdell Education Savings Account

Individual Retirement Accounts (IRAs)

Mutual Funds

Money Market Funds

Stocks

Treasury Bills

Unit Investment Trusts (UITs)

Variable Annuities

Variable Life Insurance

All securities are offered through Northwestern Mutual Investment Services LLC, (NMIS), Suite 600, 611 E. Wisconsin Avenue, Milwaukee, WI 53202, 1-866-664-7737. Member FINRA and SIPC. NMIS is wholly owned by Northwestern Mutual.

NMIS is an affiliated company of Northwestern Mutual. Northwestern Mutual is not a broker-dealer.

Online Services for Individuals

NMIS Online provides detailed account information, investing tools, and market research.

  • Easily view balances and account activity.
  • Establish and adjust account preferences, including enrollment in electronic delivery of statements, confirmations and prospectus and proxy materials for participating issuers.
  • Monitor your investments' performance, such as the change in value from the prior day and previous year-end.
  • Access market summaries and commentaries to stay apprised of how your accounts are doing, as well as industry trends.
  • View statements, confirmations and tax documents online.

Account Access

Access your account(s) and the many other features of NMIS Online, at NMIS Account Login.

If you do not have a NMIS Online User ID, enroll now. Once you receive your user ID and password, do not share it with anyone. If you have forgotten your user ID or password, please call our help desk at 1-866-664-7737, option 3, (7:30 AM - 5:00 PM CST).

Download Account information

Simplify your finances by downloading your NMIS account information into your financial management software.

This powerful tool will help you:

  • Manage your finances, quickly and easily.
  • Eliminate time-consuming manual entry of investment information.
  • Get a complete snapshot of all your NMIS investments and finances in one place.
Quicken® TurboTax®
Download 2011 Instructions
TurboTax Import Instructions *

You may also download tax information into TurboTax® tax preparation software from the following forms:

  • Form 1099-INT
  • Form 1099-DIV
  • Form 1099-B
  • Form 1099-OID
  • Form 1099-MISC

Please review the TurboTax Import Instructions for assistance with downloading tax information.

*It is important to understand that NMIS is providing the Online tax information import as an additional service only and does not guarantee that the information provided will be sufficient, accurate, or complete for federal or state reporting tax purposes. It is your responsibility to verify that the NMIS Online information (i) is accurate and complete based upon your own records, (ii) is sufficient to properly complete your federal and/or state tax returns, and (iii) is correctly reported on your federal and /or state returns. NMIS does not provide tax advice and accepts no liability for any taxes, penalties or costs that you may incur as a result of your reliance upon or use of the import feature of the data provided through such feature. You are advised to complete the TurboTax® Interview and/or Review processes in their entireties and to consult your tax advisors, the IRS or the state(s) to which you report with specific questions regarding the preparation of your tax returns.

Account Information and Services 
Disclosures