Account Acess

Vision2020 OneView - Online Access to Consolidated Reports

McLaughlin Investment Group subscribes to Vision2020OneView so you can view investment holdings and performance reports for your entire portfolio and household.

For first-time users, call the office and request that you be sent an access code.  This code will go to the email account we have on file for you.  Click on the link in the body of the email and use the alpha-numeric access code also provided to sign on.  Please be aware, the access code is only valid for a 24-hour period so be prepared to complete the registration process when you initiate your request. 

Once you have a username and password you can view a consolidated report of all of your MFA managed accounts.  You are encouraged to use a One Year Rolling period or greater when viewing returns as shorter time periods tend to offer a distorted view of returns.

eQuipt - Online Access to Your Personal Osaic Wealth Accounts and Statements

We provide online access to view your Osaic Wealth accounts held at Pershing via eQuipt.  You can see daily balances, account activity, statements, tax reporting, trade conformations, notifications, and more. You can also use eQuipt to e-sign certain documents.

For first time users, sign on through at Osaic.com/equipt.  Have ready your Osaic Wealth Account Number and your Social Security Number to complete the process as well as access to your preferred email or text message option.  It is advised that clients customize their passwords and set security questions as prompted.

Once registered, you can link family accounts if you know the account number and registration, as well as reset forgotten passwords.

If you have issues with any of your online accounts, please contact our office.