Broker Check


New Users

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 (415) 524-8186, or email 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  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.


Setup eQuipt and Go Paperless

For Woodbury/Pershing Accounts Only is the primary site for printing statements and signing up for e-delivery to cut down on the amount of mail you receive.  eQuipt provides you with online access to your investment accounts held at Osaic Wealth, Inc./Pershing, night and day, seven days a week. Once you are enrolled, you will receive an email notification whenever a new statement or trade confirmation is available to view online.

First time users:

Step 1: If we emailed you an enrollment invitation, simply click the "Click To Register" button in the email. Otherwise, navigate to and click the "Sign Up" link.

          Step 2: Input your name, email address, mobile phone number, and one of your Osaic Wealth, Inc. account numbers.

          Step 3: Verify your identity by inputting your date of birth, last 4 digits of your SSN, and your zip code.

Step 4: Input your desired eQuipt Client Portal password into the Create Password and Confirm Password fields. The Username will default to the email address provided on the first step but can be changed if desired.

To Enroll in Paperless Documents:

Once you are logged in select "E-DOCUMENTS" then "Settings", and scroll down to "e-Delivery Preferences".  Select "Quick Enroll (For All Accounts)"  then make sure all the boxes are selected, or chose the ones you want for e-delivery then click "Save".  You are all set!