Access Your Managed Accounts

Links & Directions

Assetmark Log On Help:

  • Contact us to request an email invitation be sent to you from clientnotification@ewealthmanager.com
  • You follow the link in the email to www.ewealthmanager.com
  • You follow the prompts and selects a new username and password
  • Once you are in you will need to go to the bottom of the page and set up your document delivery preferences and select “confirm” or “no thanks.”  If you don’t do this you will not see the whole site.

ONEVIEW

Oneview Online Account Viewing:

  1. Go to https://oneview.v2020-sai.com
  2. Click on the Registration button
  3. Enter your social security number **no dashes
  4. Enter raanyl into the Client Temporary Password field
  5. Fill in the word from the image
  6. Click the Next button
  7. Read and agree to the User Agreement
  8. Create a username and password. You must also fill out all fields marked with a red     asterisk
  9. Click the Next button
  10. Call PBF will electronically approve your view
  11. Once you have gotten in we’ll talk about how the site works
  12. If you created a portfolio they must change the “Portfolio” in 1. to be the name you gave to the Portfolio you created.
  13. You can change 2. to anything on the list.  Ie. “Transaction by Investor” and select “Go” to get the results.
  14. You can export data to Excel using the “Export” button, this is good for Transaction by Investor,” because you can sort all historical data.

Clark Capital

SEI

Feel free to call us with problems or questions

The above links are provided for your information only.  As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

Contact Details

870 Kipling St Unit A
Lakewood, Colorado
80215

pbf@pbfadvisors.com

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Get in Touch with PBF

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.

Neither Kestra IS nor Kestra AS provide tax or legal advise. 

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.