Broker Check

Tom Fox, CLU®, CFP®
319.200.8190

Account Access

NOTE: This section is reserved for clients of Tom Fox.

You will need your Client User ID and Password to access information provided by each link.  If you do not have your Client ID and Password, or you have misplaced them, please call us or send an e-mail.


OneView Consolidated Client Account Access: 

OneView is your source for online consolidated client account information. VISION 2020 OneView allows you to easily consolidate and organize your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on our secure web site

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Pershing Brokerage Account Access:

When you manage your investments online with Netexchange Client, you have instant access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more. Plus, you can view your brokerage account statements, tax statements, and trade confirmations online, reducing clutter in your mail box. 

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MOBILE APPClick on the applicable logo below: 

     

                                



AssetMark eWealth Manager:

When managing your investment accounts online with eWealthManager you will have instant access to your balances, account activity, portfolio holdings, and so much more. eWealthManager will also give you instant access to account statements as well as tax documents.

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