Client Account Access

Online Account Access

OneView: This is for viewing your account(s) online especially if you have accounts that are non-brokerage or accounts of differing types. For example, if you have an account at SEI and another account at Pershing/Royal Alliance, this would be a helpful link for you. Call us for help in setting up your access.

Client Dashboard: (eMoney) This is our aggregation page that will daily bring in data from both your accounts housed with us and other accounts you may have. This is a tool for managing your personal finances as well as watching your investments.

Equipt: This is the place to go to view information about your brokerage account. It is very helpful in viewing and changing your e-Delivery preferences. Call us for setting up access.

SEI Access My Portfolio: If you need a deeper dive into your accounts held specifically at SEI, including a nice summary of accounts and how your money is invested, this link is for you. Call us for help in setting up access.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.