Broker Check



      Click here or the icon above to access your personal 1View website. If you don't yet have an account, click here to establish one, by sending us an email with your name and date of birth.

      Click the video link above to watch a video about 1View.

1View provides you with a consolidated view of all of your financial information. You can connect as many or as few accounts as you would like on 1View, including bank accounts, credit cards, 401(k) and other investments, and mortgage accounts. Account balances are updated automatically from your connected accounts so that you have a solid understanding of your entire financial picture in one place.

The available services include:

  • Personal website with 24 hour access to all of your financial information
  • Account Aggregation with Budgeting
  • Intraday Investment Updates
  • Online Vault for storing documents
  • Mobile account web access

Daniel Wilson can assist you with adding outside accounts to 1View and will be your point of contact for any questions or assistance you may need. He is our in-house expert with the system and can assist you over the phone or in person. Feel free to contact him at our office at: (920) 236-6587 or

1View employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365. Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more ~ all the same technology that most financial institutions use. Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on 1View. You can be confident that your important information is safe and secure.


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