Stephen P Whittemore, CFP®, CLU®, ChFC®, CASL®, CLTC

Wealth Management Advisor

Client Center

You can find an extensive listing of forms and service information at the Northwestern Mutual Customer Service Center.

Service Form
Use this online request form to submit questions or comments regarding your Northwestern Mutual policy or other product service needs.

Register for Online Access (Insurance and Annuity Products)
Register now so you can access your accounts at your convenience.

You will need to have a product number in hand to register. This includes one of the following - insurance policy number, annuity contract number or insurance service account number.

Learn more about the secure login and registration process.

NMIS Online Signup Request Form
Use this form to request access to view your Northwestern Mutual Investment Services, LLC (NMIS) account information online.

If you experience any difficulty in accessing NMIS via the Internet, or misplace your User ID or Password, please contact our Help Desk, toll-free, by calling 1-866-664-7737 (7:30 AM - 5:00 PM CST, Monday - Friday).

Trust and Private Client Services
To view your Northwestern Mutual Wealth Management Company Trust and/or Private Client Services account information online, please click here. If you have forgotten your access ID or password, please contact your Northwestern Mutual financial representative.

Business Customer Internet Service
To set up access to view current information about your business-related Northwestern Mutual non-qualified life insurance policies and to access the service features within Group DI Online Plan Administration, contact me for eligibility requirements and the steps necessary to enroll for this service.

To retrieve a forgotten password, call 1-888-244-2295, 7:00 AM to 5:00 PM CST, Monday through Friday.

Electronic Delivery of certain Account/Securities Documents
Sign up for electronic delivery (e-delivery) of certain Account/Securities Documents via NMIS Online.

Contact Form
Use this online form to send a message or to learn more about a product or service offered through The Network.

Advanced Planning Library Registration Form
For attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants, use this form so I can give you access to this complimentary legal research tool.