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Access Your Account(s)

Pershing Accounts
 

1. Visit www.fscequip.com and click the Sign-Up link. If your Advisor emailed you an enrollment invitation, simply click the Click To Register button in the email. 

You will now be presented with a Yes/No question asking “Do you have a NetXInvestor login for fscview.com?”. NetXInvestor (www.fscview.com) was our previous site, prior to the release of eQuipt (www.fscequipt.com).

If you have been using NetXInvestor to access your accounts, select Yes and then click Continue. 
1. Provide your NetXInvestor User ID and Password, then click Continue
2. Input the last 4 digits of your SSN to confirm your identity, and mark the checkbox to accept the Terms and Conditions. Then click Next to continue.
3. Provide your Email and Mobile Phone Number (used in case you need assistance in logging in) and click Next to continue
4. Create your new eQuipt Username and Password. The username will default to your email address but can be changed. The password must be at least 8 characters and contain at least 1 number, 1 letter, and 1 special character. Click Next to complete the enrollment process.

Remember to update your browser bookmark to www.fscequipt.com

If you have not previously accessed your accounts online using NetXInvestor, select No and then click Continue.
1. Input your Name, Email, Mobile Phone Number (used in case you need assistance in logging in), and FSC Account Number (if you have multiple accounts you only need to input one; eQuipt will automatically link all accounts for your SSN). Mark the checkbox to accept the Terms and Conditions and click Next.
2. On the next page verify your identity by inputting your Date of Birth, Last 4 Digits of SSN, and Zip Code and click Next.
3. On the last page create your new eQuipt Username and Password. The username will default to your email address but can be changed. The password must be at least 8 characters and contain at least 1 number, 1 letter, and 1 special character. Click Next to complete the enrollment process.

Remember to add eQuipt to your browser’s Favorites listwww.fscequipt.com



Performance Reports

1. Visit https://oneview.v2020-sai.com

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 www.voya.com

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 websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites 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
937.898.5599
 

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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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