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One Plan

For access to your One Wealth Financial Plan and Projections

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One Portfolio

For information on your portfolio, performance, and asset allocation

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One Vault

For detailed information and access to your One Vault portal

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One Philanthropy

For access to your charitable gift fund accounts

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One Education

For access to your college savings plans

Scholar Share Fidelity 529

One Custodians

For the official books and records of your accounts

Fidelity Pershing Charles Schwab

Reach Us

Phone: (415) 729-1770

Email: info@onewealth.net

One Wealth Advisors
766 Valencia Street 2nd Floor
San Francisco, Ca 94110

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