Wealthscape Investor Instructions

To register as a new user

1. Navigate to www.wealthscapeinvestor.com/osaic                 
2. Click “Register as a new user”
3. Enter the prompts on screen to provide your First Name, Last Name, Date of Birth, and last four digits of your SSN
4. Enter a valid brokerage account number, which can be found on a recent brokerage statement
5. Once your identity has been verified, your username will be displayed on your confirmation page
6. Establish and confirm your password and create your security questions
    

Notes

• eDelivery Sender Email Address: e-notification@mail.mybrokerageinfo.com
  • You can expect to receive notifications from this email address when documents delivered electronically are ready for you.
  • Electronic delivery settings can be updated through the settings menu
• If you would like to link any accounts associated with a different SSN to your profile (such as a spouse or family member), please call our office at (949) 477-1245 to establish the connection. 
• Additional questions, call 949-477-1245 x 4.