Account Login

We have a new client portal! Click below to securely access all your SoundView accounts in one integrated view.

First time logging in? Contact us to request your new account credentials.

Continue to client portal

Secure file sharing

ShareFile

Securely upload documents.

Other account logins

Use the following logins to access accounts individually.

Charles Schwab

Deposit money into your Charles Schwab account
Login

Pershing

NetXInvestor Login

Instructions & Password Reset (PDF)

Making Deposits & Withdrawals (PDF)

Investor Portal User Guide (PDF)

Useful Links

Retirement Plan Logins
Fidelity
TIAA-CREF
Vanguard
Washington State Deferred Compensation Plan

Education Account Logins
my529 Account Login
Bright Directions 529 Accounts
My GET Account

MoneyGuidePro
Login

Social Security and Medicare
Social Security Administration
My Medicare

There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any ‘linked’ website.