Client Account Access

Current clients of Dobi Financial Group, LLC, may access their investment accounts in the following ways:

 

Consolidated portfolio performance reporting:   https://oneview.v2020-sai.com/

 

Brokerage account access:      http://www.spfview.com/

 

Please contact our office if you have any difficulty or questions regarding accessing your accounts at 704-987-1425 or Lydia@DobiFinancial.com.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any web site(s) provided here, you are leaving this web site.