Consolidated Statements

We are pleased to announce online financial statements.  With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting.  Best of all, this great service is being made available at no additional cost to you, as a part of our ongoing commitment to providing you with the best in financial services.

First, call 925-365-1108 or e-mail dchan@osaicwealth.com  for a temporary password.

Then click on the following link:  OneView Consolidated Report

Once there, select the "Registration" button, enter your Social Security number and the temporary password.  Once you have entered in your temporary password, you will need to create your own private User Name and Password and then submit the form as requested.  Once we receive the form from you, we will activate you on the system.  Shortly thereafter, you will receive a confirmation e-mail letting you know that you are ready to access the system.  From then on, you will be able to view your account information, any time, day or night.