ATTENTION USERS:

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.
https://moneyconcepts.investigo.net