Access My Portfolio

 

To Access the eMoney portal please click this link HERE.

The services, tools and information, as well as privacy and security measures, offered herein are provided by eMoney Advisor, LLC. For more information on eMoney’s privacy policy and security safeguards, please visit www.eMoneyadvisor.com.  FSC Securities Corporation, Banyan Rock and Talent and Carolina Wealth Stewardship Group make no representations or warranties of any kind about the information, products or services contained herein.

 

Pershing Online Access Instructions

 

  1. Go to: https://oneview.v2020-sai.com
  2. Click 'Registration'
  3. Temporary Password: FSCZ54
  4. Follow the instructions to complete the set-up
  5. Email me at afranks@stewardingwealth.com to let me know that you have completed the registration.  I will need to approve your request before you can log in. 

 

*Note: If you already use this website to access your investment accounts online, or have at some point in the past, you do not need to register again.  These instructions are for those who have not registered yet.  Please email me if you need assistance with your password or username. 

 

Receiving Paperless Statements and Linking to Quicken

  1. Go to: https://fscbrokerageview.netxinvestor.com/web/fscbv/login
  2. Login: Choose one of your account numbers to be your login ID
  3. Temporary password: fs + six digit birth date of account owner
  • Example my password would be: fs100984 (October 9, 1984)
  1. Email me at afranks@stewardingwealth.com to let me know which account number you chose as your primary login and I will submit a request to link all of your investment accounts to that account number. 

 

 

Please feel free to call me at (919)816-2587 if you have any questions.  I will gladly walk you through the set-up of your online access.  

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. 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