Accessing Your Brokerage Accounts
The ability to view your brokerage account and to effect online transactions at your convenience is available to clients who have registered for online account access. With this service, you can receive market data and detailed information about your securities account, including your positions, balances, activity, and more. Just click on the appropriate link below to get started.
Existing Clients
I am an existing client and have already registered for online account access.
If in the past you only viewed your account but now would like to register to place trades online, please contact your Financial Advisor. Also, because it is updated from time to time, please review the Osaic Institutions, Inc. Internet Agreement and Activation Form (“Agreement”).
Register for Access
I am a Wealth Management client but have not registered for online account access.
To register, please review the Southern Wealth Management Internet Agreement, complete the Internet Agreement & Activation Form, and forward the form to the address at the bottom of the form. You may also contact your Osaic Institutions, Inc. Financial Advisor for assistance, if needed. In either case, once your account has been activated, important information you will need for logging in to your account will be forwarded to you.
You might also be interested in...
401(k) Plans
Learn how to use a 401(k) plan to help you save for future income while getting tax benefits.
Individual Retirement Accounts (IRAs)
Learn about the features, benefits, and different types of IRAs as tools for retirement savings.
When to Collect Social Security
Understand how Social Security benefits can affect your retirement planning.
Securities, investment advisory services, and insurance products are offered through Osaic Institutions, Inc., member FINRA SIPC and an SEC-registered investment advisor. Osaic and Southern Wealth Management are independent entities.
Investments in Securities, Annuities, and Insurance: Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through Osaic’s U.S. registered representatives. Osaic Institutions, Inc. U.S. registered representatives may conduct business with residents of the states for which they are properly registered only. Please note that not all of the investments and services mentioned are available in every state.
