Account Access

Online Access to Client Portal and Vault

McVittie Financial Advisors provides a Portal for clients and advisors to securely share information by uploading documents to a shared vault.

For first time users, contact the office to request an invitation to create an account. This will be sent to the email we have on file for you. Click the link in the body of the email and you will be brought to a webpage to set up your account.

 

Vision2020 OneView - Online Access to Consolidated Reports

McVittie Financial Advisors subscribes to Vision2020OneView so you can view investment holdings and performance reports for your entire portfolio and household.

For first-time users, call the office and request that you be sent an access code.  This code will go to the email account we have on file for you.  Click on the link in the body of the email and use the alpha-numeric access code also provided to sign on.  Please be aware, the access code is only valid for a 24-hour period so please be prepared to complete the registration process when you initiate your request. 

Once you have a username and password you can view a consolidated report of all of you MFA managed accounts.  You are encouraged to use a One Year Rolling period or greater when viewing returns as shorter time periods tend to offer a distorted view of returns.

 

eQuipt - Online Access to Your Personal Osaic Accounts and Statements

We provide online access to view your Osaic accounts held at Pershing via eQuipt.  You can see daily balances, account activity, statements, tax reporting, trade conformations, notifications, and more. You can also use eQuipt to e-sign certain documents.

For first time users, sign on through eQuipt.Osaic.com.  Have ready your Osaic Account Number and your Social Security Number to complete the process as well as access to your preferred email or text message option.  It is advised that clients customize their passwords and set security questions as prompted.

Once registered, you can link family accounts if you know the account number and registration, as well as reset forgotten passwords.

 

NetXInvestor - Online Access to Osaic Accounts and Statements for Trusts and Entities

For trusts and entities, we provide online access to view your Osaic accounts held at Pershing through NetXInvestor. You can see daily balances, account activity, statements, tax reporting, trade confirmations, notifications, and more.

The username and password login fields are located at the top right of the page. We advise against switching to the Accessible Theme.

For first time users, call our office for registration. We will give you a username and temporary password which you will be able to use to login via NetXInvestor. Once you sign in for the first time, you will be asked to change your password, add and verify a security email, as well as set up two-factor authentication via voice, text, or email.

 

If you have issues with any of your online accounts, please contact our office.