Securely access your accounts through these client portals.
Private Client
Website
Access your private client Website/portal here. View everything that you own and owe in one place, by securely linking your accounts. Review and classify transactions and create a spending plan. Set up alerts. Securely share documents. Retrieve and review quarterly portfolio reports and invoices. Review your financial plan. Collaborate with plan updates. Mobile-friendly (and ask us about our app).
NetXInvestor (SSG/Pershing) Login
NetXInvestor provides you with convenient access to account information at Pershing (through Shareholders Service Group) while still relying on the one-on-one guidance you receive from us. You can also receive help or request transactions while online by dialing Shareholders Service Group at 858-530-1031.
Investment Management Portal
Access your Investment Management portal here. If you don’t have a private client Web site, you can retrieve and review quarterly portfolio reports and invoices here as well. Plus, you can access current information about your asset allocation and portfolio performance.
