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Access Your Account(s)

Pershing Accounts

1. Visit

2. Your account number is your username. Your account number with us is xxxxx. No dashes or spaces are necessary. 

3. Your temporary password is "fsxxxxxx"  The x’s are the account holder’s 6 digit date of birth (month month day day year year) 

4. To go paperless, click on the "Go Paperless" button at the top of the page after logging on. You can click this to stop receiving paper statements and trade confirmations.

Be sure to click "Save," before logging off.

Performance Reports

1. Visit

2. Once the OneView homepage appears, click on the 
Registration Button.

3. The next screen will ask you for your Social Security Number and Client Temp Password (Password: FSC31N) Enter both and click the Next button.

4. The user agreement will appear. Read the agreement and then click Accept if you agree to the terms.

5. Enter all the required information. Fields marked with red asterisk (*) are required fields and must be completed.

6. Click the Next button.

7. You will then see a registered confirmation message stating:

a. Advisor/Rep’s approval needed.
b. Once approved, you will be sent an email with user ID and password.

8. Please contact the office (937.431.8010) once all the above steps are completed to approve account access.


VOYA Select Advantage IRAs

1. Visit

2. In the upper right hand corner, click drop the down arrow to the right of “Login to your Account

3. Click “Select Advantage Custodial Account

4. Complete the Registration by entering the Profile Information (include dashes in contract number); click “Continue

5. Create a User ID and Password (both are case sensitive); click “Continue

6. Select five security questions and answers (answers are case sensitive); click “Submit

7. Select your preference, documents can be mailed or emailed; click “Submit

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.

Helping You Create, Manage and Preserve Wealth

Beavercreek: 2149 N. Fairfield Rd., Suite B, Beavercreek, OH  Ph 937.431.8010  Vandalia: 8605 N. Dixie Dr., Suite B, Dayton, OH  Ph

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 Securities, insurance products, and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Additional insurance services offered through SGM Agency, LLC. Smith, Moses & Company, LLC and SGM Agency LLC are not affiliated with FSC Securities Corp.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MI, MO, NH, NY, NC, OH, SC, TN, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

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