Account Quick Links
Accessing your accounts should be simple, secure, and seamless. Our Quick Links section is designed to help you navigate directly to the platforms you use most—whether you're reviewing performance, downloading statements, or managing account details.
Available Login Portals:​
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eMoney – View your full financial plan, track progress toward goals, and access shared documents.
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eQuipt® by Osaic – Manage brokerage accounts, view statements, and access tax documents.
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NetXInvestor – Monitor investment activity, confirm trades, and stay up to date on portfolio performance.​
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ONEVIEW – Access consolidated account summaries and reports, all in one streamlined dashboard.
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Each Icon opens in a secure window and directs you to the login page for the respective platform. Simply click on the images below to be redirected. If you're unsure which portal applies to your account, or need help resetting your credentials, we're here to assist.
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PLEASE NOTE:
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Please email Hiroko at htakeuchi@osaicwealth.com with any questions about your account login. She can provide guidance, but is limited to how much she can do on our end.
Please email Kiri at kiri.pugh@osaicwealth.com if you would like her to set up an eMoney account for you. It is invitation only and is "like Mint on steroids".
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.
This communication is strictly intended for individuals residing in the states of AZ, AK, AL, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MS, MO, NE, NV, NJ, NM, NY, NC, SC, OH, OR, PA, SC, TX, UT, VT, VA, WA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.