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.  Access financial workshops.  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.