Royal Alliance NetX Investor

If you have accounts held exclusively through Royal Alliance/Pershing, your accounts can be accessed through NetX Investor. Choose paperless delivery options, print statements and tax documentation, and see a snapshot of your account(s) and activity. To begin the registration process or to log on click here: (First time users please see instructions below)

For help reading your Brokerage Account Statement, click here.

Vision2020 oneview

If you have accounts held at various mutual fund and/or annuity companies as well as Royal Alliance/Pershing and would like to see consolidated reporting of all of your securities registered through Georgetown Capital Group, click here: (First time users please see instructions below)

 
 

First time users please refer to the following step by step instructions. If you have difficulty logging in or have any questions about online account access, please contact our office at (716) 633-9800 or 1 (800) 648-8091 so that we can assist you.

Account Access

We offer two different options to access all of your accounts and customize how you review information pertaining to your accounts. By registering to log on to your accounts you can:

  • Access all of your accounts in one place and see up to date account information and reports.
  • Customize your paperless delivery options including prospectus delivery (Royal Alliance NetX Select only).
  • Print statements and other important documents including tax documentation (Royal Alliance NetX Select only).

 

Royal Alliance NetX Investor first time access   Vision2020 OneView first time access
1. Go to www.raaview.com.   1.) Go to https://oneview.v2020-sai.com/
2. Enter your account number (without any space, hyphen or dash) This will be your user ID.   2.) Click on registration.
3. The temporary password for all accounts will be RO and the birth date of the first person on the account. (mmddyy) ex. RO010255.   3.) Enter your Social Security number.
4. As prompted on the next screen, change your password to something more personalized to you.   4.) Enter one of the following temporary passwords:
5. Fill in IVC Setup Portal information as requested, make sure to check the “remember this device” box   If your Broker is Joe Curatolo:
RAAEHM or RAAVZ6
6. Pick a security image and enter a security phrase.   If your Broker is Ron Migliore:
RAAEC9 or RAASQ6
7. You should now be able to view your account.   If your Broker is Steve Wzontek:
RAAEDA or RAASNS
**If you wish to view multiple accounts, please contact our office and we will link those additional accounts. The linking process could take 24 to 48 hours to complete.   If your Broker is Mike Curatolo:
RAAMPM or RAAVU1
    If your Broker is Ed Harof:
RAAMX8 or RAAVZ5
    5.) Click on accept.
    6.) Click on accept.
    7.) Fill in all of the necessary information.
    8.) Click on next.
    9.) Click on OK
    10.) Call our office so we can link and activate you!

 

The information being provided is strictly as a courtesy. When you link to any of the websites provided herewith, you are leaving this site. Georgetown Capital and Royal Alliance Associates, Inc. make no representation as to the completeness or accuracy of information that is provided at these sites. Neither company is 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, sites, information and programs made available thorough this site.

You are now leaving the website of Georgetown Capital and you assume total responsibility and risk for your use of the site(s) you are linking to.

Georgetown Capital Group

5350 Main Street Williamsville, NY 14221
Phone: (716) 633-9800 or (800) 648-8091
Fax:     (716) 633-9789
Email: info@georgetowncapital.net

 

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