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Access OneView


1.Go to Vision 2020:

2. Once the One View Home page appears, click on the Registration button.
3. The next screen will ask for the client's SSN (enter with no dashes or spaces
between the numbers) and client Temp Password FSCRJ2 Enter both and
click the Next button
4. The User Agreement will appear. Click the Accept button to agree to the
5. Enter all the required information. Fields marked with red asterisk are
required fields and must be completed. You will be prompted to select a User
name and Password of your own. Each can be any combination ofletters
andlor numbers, but should contain no spaces and must be between 6 & 10
characters total. It is recommended that the client select a user name and
password, which are easy to remember. It is also a good idea to write it down
in case you forget. However, should you forget them there's a "Forgot
Password:" link at the bottom of the log-in page which will direct you to the
customer support center for assistance. The next step is to complete the
personal and business information fields (phone numbers, email addresses,
etc). This information will populate certain portions of the reports that are
created, and will assist in facilitating client-advisor communication.
6. Click the Next button.
7. You will now see a registration confirmation message stating: Rep's Approval is needed. Call our office (760-228-1900) and we will process the approval.
8. Once approved you will be sent an email with the user ID an password



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