Account Access

Online Access to Your FSC Accounts and Statements

We provide online access to view your FSC accounts held at Pershing via eQuipt.  Via NetXInvestor you can see daily balances, account activity, statements, tax reporting, trade conformations, notifications, and more.

For first time users, sign on through at  Have ready your FSC Account Number and your Social Security Number to complete the process as well as access to your preferred email or text message option.  It is advised that clients customize their passwords and set security questions as prompted.

Once registered, you can link family accounts if you know the account number and registration as well as reset forgotten passwords.


Online Access to Consolidated Reports

McVittie Financial Advisors subscribes to Vision2020OneView so you can view investment holdings and performance reports for your entire portfolio and household.

For first-time users, call the office and request that you be sent an access code.  This code will go to the email account we have on file for you.  Click on the link in the body of the email and use the alpha-numeric access code also provided to sign on.  Please be aware, the access code is only valid for a 24-hour period so please be prepared to complete the registration process when you initiate your request. 

Once you have a username and password you can view a consolidated report of all of you MFA managed accounts.  You are encouraged to use a One Year Rolling period or greater when viewing returns as shorter time periods tend to offer a distorted view of returns.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck