Client Access

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

  • The Advisory Group “eMoney Advisor” Vault and Personal Planning Website*  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. This private personal financial website provides the daily updated values for TAG Planner Clients' total net worth, along with detailed financial planning reports. 
  • The Advisory Group's "OneView" Investment Account Reporting  OneView provides consolidated position and performance information on investmet accounts held through your TAG Advisor. Provides daily historical values and transactions since January 1, 2000. Note, this is a "derivative" report. Be sure to use the "source" data from the investment custodian for legal and accounting purposes.
  • FSC/Pershing's "eQuipt" Account  Access Consolidated position and transaction information on accounts held at the Pershing brokerage platform. Access to account documents as well as the ability to change delivery preferences. This site provides "source" data for use for legal and accounting purposes.  For assistance, please contact The Advisory Group or for direct eQuipt support, call 800-272-3007.
  • Orion Account Access Consolidated position and performance information on accounts held on the Orion Portfolio Solutions (formerly FTJFundChoice) trading platform. Assets are held at TDAmeritrade. This site provides "source" data for use for legal and accounting purposes.

  • SEI Private Trust Account Access Consolidated position and performance information on accounts held on the SEI Private Trust Company Platform. This site provides "source" data for use for legal and accounting purposes.                                           
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   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.