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!|
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