We are pleased to announce the immediate availability of consolidated online portfolio reporting through OneView. With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting. This service is being made available to you at no additional cost, as a part of our ongoing commitment to providing you with first-rate financial planning services.
First time users please contact Jennifer Bloodworth at 908-534-9488 Ext 3 to set up online portfolio access.
Please visit the following site to access your accounts
https://oneview.v2020-sai.com/
