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Account Access

Equipt Osaic - Account Access

Equipt Osaic - Account Access

(For Osaic Equipt Log In Assistance, Please Contact 800.821.5100, Option 7)

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Equipt User Guide

Equipt User Guide

Learn how to access your accounts, download statement & tax forms, add household accounts, and sign documents.

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One View - Client Account Access

One View - Client Account Access

If you would like access, email dan@stonepointfinancial.com

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NetxInvestor - Client Access

NetxInvestor - Client Access

If you would like access, email dan@stonepointfinancial.com

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Symbil - New Account Set Up

Symbil - New Account Set Up

Roboadvisor account set up.  Generally reserved for accounts less than $25,000.

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Right Capital - Financial Planning Access

Right Capital - Financial Planning Access

Your central hub for networth tracking and financial planning.

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Money Guide Pro - Financial Planning Access

Money Guide Pro - Financial Planning Access

Financial Planning

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Nationwide Brokerage Line of Credit Access

Nationwide Brokerage Line of Credit Access

Advance money, arrange a payment, or review account.

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