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:

Orion Portfolio Solutions: Direct login for Orion managed accounts held at Charles Schwab. 

SEI Private Investments: Direct login for SEI managed accounts. 

Pershing: Direct login for Pershing brokerage accounts.

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.