OneView Account Access

Access your brokerage accounts, mutual funds, variable annuities and variable life insurance on one report.  Family members can be grouped together for easy access and reporting.

 

ONEVIEW Account Access



New users will need to contact Daniel Porter for a registration password.

Once you are registered and approved for OneView access.   There are many different report types under the report drop down menu. 

  • Holdings is the best summary of current balances.
  • Transactions by Investor gives the best summary of recent activity.
  • Portfolio Snapshot (pie) gives a quick graph of performance.

PLEASE SEE ACCOUNT GOALS AND WEALTH MONITOR FOR THE NEW, UPDATED CLIENT WEBSITE.
THERE IS NO ADDITIONAL FEE FOR THIS SERVICE.
 
Have fun and please feel free to contact us with any questions.