Client Services

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).

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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.

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