Client Login
OneView: Osaic's Account Aggregator
Previously Albridge. OneView allows clients to view consolidated account information, regardless of where assets are held. Clients may also view in-depth reports summarizing financial holdings across the whole portfolio.
For first-time registration, email [email protected].
View Accounts Held at Pershing and/or eSign Documents
Previously NetX Investor. Clients may view accounts that clear through Pershing via eQuipt. Clients may also change delivery preferences, view statements, download tax documents, and sign forms on this portal.
For first-time registration, click here.
Direct Logins
These portals are helpful for our clients who wish to check in on the status of their accounts held directly with each below manager. Direct login may give you access to your account value, asset allocation, let you view and/or edit core information, and/or download forms and statements.
If you are having trouble accessing the above platforms, please contact us.
Our team is happy to help answer questions and assist you in accessing your accounts.