Total View

Total View on the secure site on

Organize your accounts in minutes. Total View lets you pull all of your accounts—no matter where they are held—into one location so you can view your overall financial picture at a glance.

Share accounts with your advisor. Your advisor can then get a better understanding of your financial picture and deliver more holistic advice in your ongoing relationship. All of which contributes to helping bring your dreams and goals to life.

Know your information is safe and secure. Your Total View account data is protected by the same multi-layer security and data encryption used throughout the secure site on, so you can be assured your information is safe and secure.