VISION 2020/OneView is the primary site we suggest you visit to check balances and see how your accounts are performing. This allows you to easily consolidate and organize your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on our secure web site.
First time users:
Step 1: Give us a call at 310-322-9100 or email firstname.lastname@example.org and ask her to set you up with online access. She will email you an invite with a temporary access code and instructions.
Step 2: The e-mail titled "Invitation for Online Access" and will come from email@example.com. The access code is only valid for 24 hours but we can give you a new code if you happen to miss the window. You must use the link provided in the e-mail for first time set up and password resets. If you don't see it please search your spam and junk folders.
Step 3: The registration process consists of four steps: 1) SSN and access code 2) User Agreement 3) Personal Info 4) Review and Submit. When you create your new User Name and Password, it is a good idea to write them down somewhere, in case you forget them later.
Step 4: Once you complete the registration process we suggest you bookmark our website, you may view your account information, anytime from anywhere.
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