Online Access SWP Portfolio

Online Access to All Accounts- SWP Portfolio

Osaic OneView (formerly known as Albridge) is a client portal which will give you a complete overview of all of your accounts in your portfolio with us.

ALREADY REGISTERED?

Click the yellow Client Login button in the top right corner of our website to access the Osaic OneView client portal.

How to Register

Ask your advisor to send you an email invitation to register for Osaic OneView.

The invitation will come in 2 separate emails:

One email will include a link - click on the link to go to the OneView registration page

The second email will include an access code - Copy the access code from your email & paste it into the Access Code box on the registration page. Follow the prompts from there to complete your registration.

Reset Your Password

To reset your password you can:

- Go to the OneView Login page and click Reset Password - Choose "Investor" option & follow the prompts to reset your password.

- Call the SWP office - we will send you a password reset email valid for 24 hours. It will come in 2 separate emails:

- One email will include a link - click on the link to go to the OneView password reset page.

- The second email will include an access code - Copy the access code from your email & paste it into the Access Code box on the password reset page. Follow the prompts to reset your password.

If you get locked out of your account, please call our office and we will get your account unlocked.