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V2020 / OneView

V2020 / OneView Features

• Provides access to client's brokerage account(s) as well as direct held account(s).

• Ability to view the entire household with one login.

• Client may view and/or print reports about their portfolio(s). Multiple reports are available to include valuation, activity, performance and allocation information for brokerage accounts, mutual fund accounts, annuities, education accounts and more.

V2020 / OneView Login / Register

See below for registration instructions.


V2020 / OneView Client Registration Instructions


Step 1

Client must contact our office and request on-line account access.

Client will receive an email invitation from albridgesfcustomerservice@albridge.com. The subject line will read Invitation for Online Access.

View the Investor View online access registration email to retrieve client Access Code. ***Access code is valid for 24 hours***


Step 2

Click on URL located in the email.

***Remember the Access Code***


Step 3

Complete the four steps of the registration process:

• SSN & Access Code

• User Agreement

• Personal Information

• Review and Submit


Below is a screenshot of the registration page.

User Name requirements

• Must be between 6 and 20 characters

• May NOT contain the last four digits of your SSN/TIN

• Must be different than previous username


Password requirements

• Must contain a minimum of 8 characters

• Must contain at least one numeric and one alphabetic character

• Must be different from your User Name

• Must be different from your previous 5 passwords

• May not be the same as the access code



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