Client Logins

Remember when life was simple? Imagine a single platform where your financial matters may be managed 24 hours a day, 7 days a week. A place where you can aggregate all your accounts to create a living balance sheet. It also provide a safe and secure personal vault for all your important documents that you can access whenever or wherever you need them.

• A uniquely customized holistic view of your financial life. 
• Shared Documents - Use this folder to drag and drop your information into for our view.
• My Documents - This folder is for you view ONLY, and in never shared with anyone else.

Aegis Financial Partners helps you coordinate your financial life with a single login, so you can spend more time on the things that matter to you.

Wealthscape Investor - This is the online resource provided by National Financial Services (NFS). This online resource provides access to

• View account details
• Retrieve Statements and tax documents
• Set up eDelivery
  
• Download accounts

eQuipt - This is the online resource provided by Osaic Wealth, Inc. This online resource provides access to

• Manage your account online
• Address Changes
• Direct link to  - Wealthscape Investore