Client Access

The following links provide access to important client resources provided by The Advisory Group.

  • The Advisory Group “eMoney Advisor” Wealth Management and Vault Access* Links to your private personal financial website with daily update of values for your total net worth, along with detailed financial planning. Our Vault allows you and your other advisors, including select tax preparers and attorneys, to receive and send files securely and hold copies of valuable documents such as trusts, wills, passports, and tax returns. 
     
  • The Advisory Group's "Oneview" Investment Account Lookup  Consolidated position and performance information on accounts held through your Advisory Group Advisor.  Provides daily historical values and transactions since January 1, 2000. Note, this is a "derivative" report.  Use the "source" data from the investment custodian for legal and accounting purposes. 
     
  • FSC/Pershing's "eQuipt for Life" Account  Access  Consolidated position and transaction information on accounts held at the independent brokerage trading platform at Pershing. Soon you will be able to view your complete financial picture and engage with your financial advisor all in one location with our intuitive client portal.
  • Orion Portfolio Solutions/TDAmeritrade Account Access Consolidated position and performance information on accounts held on the Orion (formerly FTJFundChoice) trading platform. Assets are held at TDAmeritrade.                                                                     
  • SEI Private Trust Account Access Consolidated position and performance information on accounts held on the SEI Private Trust Trading Platform. 

Clients cannot set up their own access to account information. Prior to accessing your investment account details via this site, you must have your access and password set up by your Advisor. Please contact us before attempting to access your account.
 
*The services, tools and information, as well as privacy and security measures, offered are provided by eMoney Advisor, LLC. For more information on eMoney’s privacy policy and security safeguards, please visit www.eMoneyadvisor.com.   FSC Securities Corporation and The Advisory Group make no representations or warranties of any kind about the information, products or services contained herein.
 
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.