View Your Accounts

The following links allow you to view your accounts through the company listed:

SagePoint Financial Advisors Inc./Vision 2020: http://oneview.v2020-sai.com/

SagePoint Financial Advisors Inc./Pershing: www.spfview.com

AssetMark/Genworth: www.genworthwealth.com .

Curian: www.curian.com

Loring Ward: www.loringward.com/Version2/index.html


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.
 

If you have any questions or concerns, please call our office at 503-297-5288.