Account Access
Equipt Osaic - Account Access
(For Osaic Equipt Log In Assistance, Please Contact 800.821.5100, Option 7)
Equipt User Guide
Learn how to access your accounts, download statement & tax forms, add household accounts, and sign documents.
One View - Client Account Access
If you would like access, email dan@stonepointfinancial.com
Symbil - New Account Set Up
Roboadvisor account set up. Generally reserved for accounts less than $25,000.
Right Capital - Financial Planning Access
Your central hub for networth tracking and financial planning.
Nationwide Brokerage Line of Credit Access
Advance money, arrange a payment, or review account.