Client Center
NOTE: This section is reserved for clients of Eric Kaestner.
Consolidated Client Account Information:
VISION 2020 OneView allows you to easily consolidate and organize your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on this secure web site.
Click on logo above for online access
Pershing Brokerage Accounts:
Access to all of your Pershing brokerage investment accounts through a single login, simplifying your experience. You have instant access to your balances, portfolio holdings, account activity, and more. In addition, you can view your brokerage account statements, tax statements, and trade confirmations online, reducing clutter in your mail box.
Click on logo for above online access
Assetmark eWealth Manager:
When managing your investment accounts online with eWealthManager you will have instant access to your balances, account activity, portfolio holdings, and so much more. eWealthManager will also give you instant access to account statements as well as tax documents.
Click on logo above for online access