Broker Check

Online Access

Below are various that will help you view and manage your accounts online. If you need any assistance or have questions about what online reports would work best for your needs, please email Sean or call the office. 

Consolidated Reporting - One View

One View is a consolidated report of all of your accounts. Reports include current holdings, performance, and transactions. Registering and viewing your accounts is easy and convenient. 

One View Instructions

Pershing Brokerage Accounts - WFS eQuipt

The eQuipt website enables you to view your Pershing accounts online, to establish eDelivery preferences for Pershing account communications (statements, confirms, tax documents, etc.), and to view market quote information and intra-day market activity for your accounts.

WFS eQuipt Client Guide

Pershing Brokerage Accounts - WFS eQuipt App

If you have an iPhone or iPad, you can also download the WFS eQuipt app to access the resources on your mobile device. Follow the link below to download and login to the app.

eQuipt App Download