Client Account Access

If you have not previously registered, please contact our office for instructions on how to set up your account and receive your temporary password.

 


 

Do you want to access all of your investment accounts at once?

 

OneView Client

 

OneView Client is a "one-stop-shop" for online investment accounts. It includes: 

  • Consolidated financial data from multple investment accounts (IRAs, direct mutual fund accounts, annuities, etc.)
  • Account balances & holdings summaries
  • Performance reports

 


 

Do you need access solely to FSC investment accounts?

 

FSC Brokerage View

 

"FSC Brokerage View" is a full-suite of online investment tools, offering:

  • Account balances & holdings summaries
  • Performance reports
  • Investment news & research
  • Market tools
  • Order status & history

*Clients can also sign up for "paperless" electronic account statements.

 


 

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