Client Account Login

(don’t worry if you have not registered, first time registration instructions and explanations are below)


Site1: PERSHING BROKERAGE  (view only Pershing brokerage accounts.  Statements are registered under broker dealer “Sagepoint Financial”)


Description:  This site contains all brokerage accounts on the Pershing platform.  These accounts can be linked to one log in (to include accounts registered under different social security numbers).  To do this see instructions below.


Site 2:  ONEVIEW (view ALL security accounts)


Description:  This site contains all security accounts to include:

·      Pershing brokerage accounts

·      Retail mutual fund accounts (i.e. Franklin Templeton or MFS accounts)

·      529 accounts

·      Variable Annuity accounts

Accounts are separated by registered social security number and cannot be linked




PERSHING BROKERAGE ACCOUNT ONLINE SIGN UP– (each tax id number will have its own log in information)

Before starting you will need: 

One of your account numbers from your Pershing Brokerage account (starts with either “4UV” or “4UP” or “6HN”

STEP 1:  Go to website

STEP 2:  Go to top right hand corner to “New User” – click on link “register now”

STEP 3:  Follow prompts – agree to terms and conditions

STEP 4:  Add User information – continue to next screen

STEP 5:  Verify your identity by answering question

STEP 6:  Set up user ID and password and add email, birthdate and mother’s maiden name

STEP 7:  Link will be sent to the email you provided.   Go to that email and click where instructed to complete registration

STEP 8:  You will be brought to the portal home page.  Log in with your user name and password you just created.  You will be brought to a page that has even more security questions to set up.  NOTE – make sure that you click yes to having them remember those answers on the computer you want to use for the next 120 days.

STEP 9:  Choose your security phrase and picture to recognize your log in

STEP 10:  Complete – any accounts registered under your tax id number should be listed below and you can link them. 



1.  Log into your account

2.  click on 'accounts'

3.  look to the far right and click on 'profile'

4.  look to the right on the sub tabs and click on 'account linking'

5.  you should see all the accounts under your SSN - and you can check them all and save



1.  You must register an account under one of the social security numbers as instructed above

2.  Contact our office MAIN EFFORT FINANCIAL via phone (508.893.9990 or email telling us you are ready to link accounts registered under different SSNs.  Allow for 24-48 hours for registration link to be completed.


ONEVIEW Online Account Sign Up

Step 1: Go to and click on “Register” (for first time users)

Step 2: Log in your social security number

Step 3:  Type in "AFAEN7" for your temporary password and follow the instructions to set up your own password.

For security purposes we will need to authorize your registration.  You will be able to access your account information within 48 hours.


If you have any questions or difficulties please contact our office or one of the partners directly at 508.893.9990.  Please take advantage of these online tools as they provide daily access and reporting on all of your holdings.

Office:  508.893.9990

Director of Operations:  Joanne O’Connell –

John Drohan:

Mark Miller:



*PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. We are not responsible for the information or content provided on these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.