Your online access to your financial plan in MoneyGuide, where you can view/edit your plan, link outside accounts via Yodlee, and see your current “probability of success”. 

Want to get started?

Call our office (937.431.8010) and we can set up a MoneyGuide software tutorial either in our office or via Zoom. Click on MoneyGuide for a quick preview of how we can help you get started towards building a better financial future.

Your online access to view your investment account(s) information in a single login, set your eDelivery preferences, access account documents and statements, make mobile deposits and pay bills with enhanced profile security with 2-Factor Authentication. 

Need to register?  

Visit https://www.fscequipt.com/Registration/AboutYou to set up your access in 5 simple steps. We can also set up an eQuipt tutorial either in our office or via Zoom.

Remember to add eQuipt to your browser's Favorites list (www.fscequipt.com)

Your online source for consolidated and organized client account information and generate in-depth reports with enhanced profile security with 2-Factor Authentication. 

Need to register? 

Call our office (937.431.8010) and we'll send a security code to your email address on file to use with your registration. Then visit https://oneview.v2020-sai.com/ to set up your access in 4 simple steps.

Remember to add OneView to your browser's Favorites list (http://oneview.v2020-sai.com/)