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V2020 / OneView

V2020 / OneView Features

• Provides access to client's brokerage account(s) as well as direct held account(s).

• Ability to view the entire household with one login.

• Client may view and/or print reports about their portfolio(s). Multiple reports are available to include valuation, activity, performance and allocation information for brokerage accounts, mutual fund accounts, annuities, education accounts and more.


 

Click here to LOGIN / REGISTER

See below for registration instructions.



V2020 / OneView Client Registration Instructions


Step 1

Client must contact our office and request on-line account access.

Client will receive an email invitation from [email protected] The subject line will read Invitation for Online Access.

View the Investor View online access registration email to retrieve client Access Code. ***Access code is valid for 24 hours***


Step 2

Click on URL located in the email.

***Remember the Access Code***


Step 3

Complete the four steps of the registration process:

• SSN & Access Code

• User Agreement

• Personal Information

• Review and Submit


Below is a screenshot of the registration page.

User Name requirements

• Must be between 6 and 20 characters

• May NOT contain the last four digits of your SSN/TIN

• Must be different than previous username


Password requirements

• Must contain a minimum of 6 characters

• Must contain at least one numeric and one alphabetic character

• Must be different from your User Name

• Must be different from your previous 5 passwords

• May not be the same as the access code



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