Track all financial information in one convenient location Link financial assets to the site, including bank accounts, 401k, outside investment accounts and liabilities Store important documents such as tax returns and estate plans in the secure vault Account values update daily, providing current cash flow, asset allocation and goal reports
	View investment performance for all accounts serviced by Osaic Wealth/Rochester Wealth Management Report is loaded into eMoney vault for every review call with us, or can be emailed monthly Emailed reports can be manipulated to show a variety of performance, asset allocation, transaction and benchmarking data
	View your National Financial Services / Osaic Wealth brokerage accounts Obtain tax documents and update e-delivery preferences Use these credentials to import tax information to TurboTax
	Electronically sign documents for new Osaic Wealth accounts Update e-delivery preferences and monitor correspondence from Osaic Wealth Access statements and tax documents with direct Wealthscape access App available for both Apple and Android users

Client Website Cheat Sheet - Download a printable "cheat sheet" pdf with the above information and empty fields to write down your login information.

Other Links

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