Client Access
FOR CONSOLIDATED ACCOUNT ACCESS:
OneView: direct login for consolidated account reporting system (Will show account number, name, and account values. No statements or tax documents are available.)
FOR DIRECT INVESTMENT ACCESS:
Pershing: Direct login for Pershing brokerage accounts.
Click here for Pershing Access
Pershing's Wealth Management Platform: Direct login for WMP managed accounts.
eQuipt: Direct login for access to Osaic Wealth (our broker dealer). Mainly used for disclosures and other messages from Osaic Wealth.