Money Concepts Clientview has been discontinued starting April 1st, 2013.
All users should use CLIENTVIEW 2.0 Powered by Investigo/Broadridge.
Click HERE to DOWNLOAD a CHEAT SHEET on the basic functions for CLIENTVIEW 2.0
Advisors & admins must login to the system differently.
ADVISORS: Single Sign On (SSO) ONLY
Once logged into Edocs, Click on Single Sign On Tab then Select CLIENTVIEW 2.0
ADMINISTRATIVE ASSISTANCE & STAFF- Users must login directly thru the website.
To reset your password, click on Forgot your password. User Name was sent by the Home Office.
Click the link below or copy/paste this link.