Click the links below to view your important information.
eQuipt: This Portal is for clients with Pershing Accounts. You can view intraday information about your investment accounts, establish delivery preferences, and more. Click here for the eQuipt Client User Guide.
Vision2020 OneView (Albridge)
OneView provides a consolidated view of All accounts through Cooney and some basic performance reporting. To request your username, you can contact our office.
Use your Assetmark user ID and password to change delivery preferences, view balances, and more. New User Setup. For help with resetting passwords or updating emails, please contact our office.
Capital Group/American Funds
Use your ID and password to login and view account balances, upload documents, and more.