Client Logins
Access your accounts, statements, and documents anytime. Select the portal below to securely log in and stay connected to your financial journey.
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Wealth Management/eMoney
A secure financial planning portal that allows you to view your finances in one place, aggregate assets across accounts, and securely store documents, keeping your financial picture organized whenever you need it.
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Osaic OneView
A wealth management platform that lets you view account balances and withholdings, review your complete transaction history, and track portfolio performance alongside asset allocations, giving you a clear picture of where your investments stand today.
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Osaic eQuipt
A financial tool that lets you track account balances, view portfolio allocations and historical performance, manage documents including e-delivered statements and tax forms, deposit checks from your phone, review your suitability profile, and sign forms.
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SmartVault
A secure vault for uploading, storing, and sharing all your tax related documents, including forms, receipts, and statements, so everything necessary for planning and preparing your tax returns stays organized and easily accessible whenever you need it.
PHONE
800.960.4560
ADDRESS
7305 Grand River Ave., Ste.600
Brighton, MI 48114
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.
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