Client Account Access
Convenient Account Access with Jackson Financial Advisors
Consolidated Portfolio Statements
As a client of Jackson Financial Advisors, you can view your entire portfolio including assets not held in your brokerage account at Pershing, e.g., view your holdings held directly with mutual fund firms. Follow the link below to access the VISION 2020 ONEVIEW log-in and registration page.
For first-time users, click on link below, then click on Registration. The next screen will ask for your Social Security number (with no dashes) and your Client Temp Password (Please call us for this info.). Once you have registered, we will be notified and will activate your account access. Then just click on the link below and log in.
Royal Alliance/Pershing Brokerage Account
NetExchange Client provides you with a high quality current view of your Royal Alliance brokerage account held at Pershing including detailed portfolio, trading, market and research information. If you would like this service, click on the link below to log in. First time users: Enter your Royal Alliance/Pershing account number as your user name. Your temporary password is "ro" followed by your six digit date of birth: "roMMDDYY".
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