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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 eQuipt

If you have accounts held exclusively through Royal Alliance/Pershing, your accounts can be accessed through Royal Alliance eQuipt. 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.


Royal Alliance eQuipt first time access please click on the brochure below for detailed instructions on signing up and accessing the system. 

eQuipt Client Portal Instructions


Vision2020 OneView first time access 

  1. Call our office and we will send you an access code via email
  2. Go to https://oneview.v2020-sai.com
  3. Click on the Client Register Now
  4. Enter your Social Security Number, Access code, check the Captcha box, click Next
  5. Accept the User Agreement
  6. Fill in all of the necessary information
  7. Review & Submit your info




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.