Account Access
You can view and manage your investment accounts through one secure login, making it easy to stay organized.
Accounts in your name are automatically visible, and additional household accounts can be linked if helpful.
You’ll be able to review balances, investments, and recent activity, receive documents electronically if you choose, and access statements and tax forms anytime. Payment for financial planning services can be made securely by bank account or credit or debit card.
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Help:
For convenient access to all of your investment accounts in one place, including performance reports, please register for or log in to your OneView account.
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Registration is simple and guided step by step. You’ll access the registration link under “Consolidated Statements,” enter your Social Security number and a temporary password (contact me if needed), and accept the user agreement. Once completed, we’ll be notified to approve your access. You’ll then receive an email confirming your account is ready.
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If you haven’t registered yet, please use the registration link. If you need help or have forgotten your password, feel free to contact your representative.
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Help:
If your account number follows the format XXX-XXXXXX, you can access your account directly through the Wealthscape Investor link below.
Please click the link for additional information and to log in.
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Help:
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