Account Access
We offer two different options to access all of your accounts and customize how you review information pertaining to your accounts. By registering to log on to your accounts you can:
- Access all of your accounts in one place and see up to date account information and reports.
- Customize your paperless delivery options including prospectus delivery (Osaic Wealth, Inc. NetX Select only).
- Print statements and other important documents including tax documentation (Osaic Wealth, Inc. NetX Select only).
Vision2020 OneView
If you have accounts held at various mutual fund and/or annuity companies as well as Osaic Wealth, Inc./Pershing and would like to see consolidated reporting of all of your securities, click here: (First time users please see instructions below)
First time users please refer to the following step by step instructions. If you have difficulty logging in or have any questions about online account access, please contact our office at 716-351-4302 so that we can assist you.
Vision2020 OneView first time access
- Go to https://oneview.v2020-sai.com, or call our office and we will send you an access code via email
- Click on Register Now
- Enter your Social Security Number, Access code, check the Captcha box, click Next
- Accept the User Agreement
- Fill in all of the necessary information
- Review & Submit your info
Osaic Wealth, Inc. eQuipt
If you have accounts held exclusively through Osaic Wealth, Inc./Pershing, your accounts can be accessed through Osaic Wealth, Inc. eQuipt. Choose paperless delivery options, print statements and tax documentation, and see a snapshot of your account(s) and activity. To begin the registration process or to log on click here: (First time users please see instructions below)
For help reading your Brokerage Account Statement, click here.