Broker Check

Client Account Access


  • 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

Monthly Performance ReportFINRASECSIPC

 

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