View my Accounts
OneView is our system for viewing a consolidated report of holdings under our management.
You must register to use the system. If already registered, simply click the link below.
TO REGISTER:
You will need a temporary password to access the system. CALL our office, 704.658.1040, to obtain this password. Then, go to the OneView site and click "Registration". You'll be prompted for your SSN and temporary password we provided. Enter these and click :next". You will see the user agreement. Read and click "Accept". Enter all required information. Click "next". You will see a registration confirmation message stating "Rep approval needed".
Our office is notified by email of your registration and we will activate your personalized site shortly thereafter. You will be sent an email with your user ID and password.