Broker Check

Vision 2020 Access

Use this link to access all accounts. This will provide consolidated reporting for: 

  • Managed Accounts
  • Brokerage Accounts
  • Direct Business Mutual Fund Accounts.
  • Variable Annuity Accounts
  • Registered Index Linked Accounts
  • FIA Accounts

Please note that this is an aggregation site for accounts. As such information is fed in overnight. Some annuity products do not provide a live continuous feed, so their may be a slight discrepancy between Vision 2020 and the carrier's account.

If you are having trouble with access to Vision 2020 please email for a password reset

Thank you!