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 custodied at AssetMark, simply click the AssetMark logo below and enter your login information.

For brokerage accounts held with our broker-dealer, Securities Equity Group, custodied at National Financial Services, click the Wealthscape Investor logo below and enter your login information.

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

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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, websites, information and programs made available through this website.