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Register Now

Access your financial accounts anytime from anywhere in the world. Vision 2020 OneView allows you to easily consolidate and organize your investment accounts and generate in-depth reports. Click on the "Client Login" button above to view your online account information on their secure web site.

New user? Register for online access to your account. Follow the instructions below.

How to Register

    1. Go to Vision 2020 OneView 
    2. Choose "Register Now"
    3. Type in your SSN and Client Temporary Password
      • IMPORTANT: To retrieve your Client Temporary Password, please contact your advisor.
    4. Accept the "User Agreement"
      • An email will be sent to your advisor to approve your access. Once this is approved, you will be able to create your own personal login credentials and view your account.