Access Your Account(s)
Pershing Accounts
1. Visit
www.fscview.com
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
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”