To access your accounts online, please click on one of the following links depending on your account type. If you do not have a login/password, please contact your advisor at (949) 975-7900.

For brokerage accounts held with our broker/dealer, Securities Equity Group, custodied at National Financial Services, simply take a moment to visit the Wealthscape Investor platform by clicking the logo below and enter your log-in information.

Don't have a log-in for the Wealthscape platform? Click Here to request a log-in ID and Password.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.