Client Access
Client Access
To access your accounts online, please click on the link below. Please note for some sites you will need your account number. If you need assistance accessing your accounts, please call our office at (952) 938-9147 or toll free (888) 373-2032.
Account Login for Clients
Osaic Wealth, Inc. | Account Login for Clients
Consolidated Account Access:
Osaic OneView (Pershing X formally Albridge Wealth Reporting™)
Brokerage Accounts:
NetXInvestor® (Formerly NetExchange Client®, has been retired)
BNY Pershing 2023 Tax Guide (including Supplement Information tool and Royalty Trust Tax Information)
Advisory Accounts:
VISION2020 Wealth Management® Platform (WMP), access via NetXInvestor® or eQuipt
SEI
SEI Access My Portfolio - Client of advisors
Mutual Funds:
Allianz Global Investors - entered into a strategic partnership with Virtus Allianz Global Investors
American Funds a part of The Capital Group
BNY Mellon Investment Management
Calvert Investments - Acquired by Eaton Vance Press Release 12/30/2016
Columbia Threadneedle Investments
Dreyfus - see BNY Mellon Investment Management
Franklin Templeton Investments
Legg Mason - see Franklin Templeton Investments
OppenheimerFunds is now part of Invesco
Voya Select Advantage IRA - A Mutual Fund Custodial Account
Annuities:
529 Education Savings Plans:
Alternative Investments (Closed offerings, for existing clients only):
Atlas Resource Partners, L.P. (Titan Energy)
CNL Securities - Corporate Capital Trust
Griffin Capital - Essential Asset REIT
Landmark Apartment Trust, Inc. - Acquired by StarwoodCapital Group and Milestone Apartment REIT - 01/27/2016 News Release
Macquarie Asset Management Inc.