One Strategic Capital, Inc.

CONNECT

Address:

249 Winslow Way East, Suite 100
Bainbridge Island, WA 98110

Phone:

(206) 397-4890

Fax/Other:

(206) 397-4894

Account Access

 

Pershing Custodied Accounts

 

 

For client accounts held directly at Pershing, please visit the NetExchange Client® site. NetExchange Client® provides you with an essential solution for viewing your investments and accessing statements online. Please contact us if you would like access to this service.

AssetMark Custodied Accounts

 

 

 

Provides access to AssetMark™ account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust™.  Please contact us if you would like access to this service.

Fidelity Custodied Accounts

https://www.fidelity.com/

 

TD Ameritrade Custodied Accounts

https://www.tdameritrade.com/

 

Schwab Custodied Accounts

https://www.schwab.com/

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