Account View

Providing you with Account View is one way we are committed to help you pursue your financial goals. Accessed from you computer, tablet or smartphone, Account View provides you secure, convenient, 24-hour online access to your investment account information.

If you have forgotten your password, please follow the steps below:

1. Click the "LOGIN NOW" button below to get to the login screen for Account View.

2. Select the "Trouble logging in?" link, which is located in the bottom right corner of the login box.

3. Select from the two options:

  • Username - We'll send your username to your email address
  • Password - We'll send a reset link to your email address

4. You will receive an email from Follow the instructions to complete the process. 

If you have been locked out of your profile, please contact us in the office at (408) 988-8200.

Have a Question About Account View?

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