Welcome back.
Access your accounts through the secure portals below. Each opens in a new window. If you need to set up access for the first time, get in touch and we'll help you get started.
Your main account access.
The platforms most clients use day to day for balances, statements, and documents.
OneView Account Aggregator
Osaic's aggregator (previously Albridge). See consolidated account information wherever your assets are held, with in-depth reports across your whole portfolio.
Log inOsaic's eQuipt
View accounts that clear through Pershing via eQuipt (previously NetX Investor). Change delivery preferences, view statements, download tax documents, and sign forms.
Log inAccounts held directly with a custodian.
Check accounts held directly with each custodian below. View your account value and asset allocation, review or edit core information, and download forms and statements.
Not sure which portal you need?
We're glad to walk you through it. Reach out and we'll point you to the right place, or help you get set up if you're a new client.
Request a meeting.
Want to review your accounts or talk through what's changed? Choose a 30- or 60-minute conversation and pick a time that works for you.
For your security, Allyn Financial Partners will never ask for your portal passwords by email or phone. Login links direct to each provider's official, secured site.