Toll-Free: 888-236-3867
Phone: 503-286-3549
Phone: 360-694-8111
Fax: 503-430-0170 


Vancouver Office 
900 Washington Street, Suite 840 
Vancouver, WA 98660

Headquarters/ Portland Office 
12909 SW 68th Parkway, Suite 140
Portland, OR 97223





View Your Accounts

To view your Holdings through SagePoint, you must register at OneView first. Follow these steps to obtain your username and password:

  1. Logon to
  2. Click on the ‘Register' link in the middle of the page.
  3. Enter your social security number, and then enter AFAUD6 as your temporary password.
  4. Fill out the personal information to create your username and password.
If you would like to view your accounts sooner rather than later, call us at 503-286-3549 or email to activate your account.
To view more specific details about other accounts you may have, use the following links to register and obtain a username and password:
SagePoint Financial Advisors Inc/Pershing:
If you have any further questions, please give our office a call at 503-286-3549. 
PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company 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, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck