Account Access

The eMoney Advisor/wealth management system for Summit Pointe Financial is a platform that serves as a comprehensive financial planning and aggregation tool. It is designed to give you a “big picture” view of your financial life by connecting your various investment accounts, bank accounts, and insurance policies into one secure dashboard. You can log in here.

The Onesco/Albridge reporting service now offered through BNY Pershing X is a web-based portfolio management platform that provides a consolidated view of an investor’s financial life. It is designed to aggregate data from hundreds of different sources to give both financial advisors and clients a single, accurate picture of all assets managed by Summit Pointe Financial. You can log in here.

Log in to the secure online platform provided by Netxinvestor/BNY Pershing here. It is designed for individual investors to manage and monitor their brokerage accounts and financial assets. You can track your investments, view real-time balances, portfolio holdings, and historical account activity. You can also access documents, retrieve electronic versions of brokerage statements, trade confirmations, and tax documents (1099s, etc.)

You can log in to the primary investor and advisor portal for AssetMark/eWealth Manager at this link. The site is designed to provide you with a clear view of your investment accounts, including current balances and holdings, as well as regulatory materials. Performance monitoring allows you to track the progress of your portfolio against your financial goals.