OneView Account Performance Data

Wondering how your accounts are performing? We have a new process to allow you see just that!

Access your client account recent performance data by logging into Vison2020 OneView. This service allows you to see most of your securities holdings with our firm and recent performance data


  Click on the link below to access your account performance data:



First Time Users:

You must Register on the site. Once you click the above link, click the Registration link. There you must input your Social Security Number, our temporary password 213231, and then type in the security image they show you. (no spaces)

Once in the system, you will set up a user name, password and input your personal contact informationand email address. The system will then submit your information for access approval. You will receive an email once you are approved and will then use your new user ID and password to access your data.

You can also call us anytime at (203) 271-9220 to request account information or reports or if you have any questions regarding this service.


PLEASE NOTE: The link(s) provided is strictly a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.