Broker Check

Client Portals

First time registrant? Check your email inbox for an e-invite or call us at 404-228-5525.

Convenient, 24/7 Access To Your Accounts

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Support & Troubleshooting: 

404-228-5525

Financial Organization Number: 3KZ


View the NetXInvestor Guide


NetXInvestor Login


AdviceWorks Help & Support: 

888-443-6380 

Weekdays 10 AM to 6 PM EST


View the AdviceWorks Guide


AdviceWorks Login


Support & Troubleshooting: 

404-228-5525

eMoney Login

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Learn More About Your Client Portals


NetXInvestor Capabilities


  • View Pershing and Cetera account balances and statements
  • Mobile-deposit first or secondary checks into Pershing/Cetera accounts with a daily limit of up to $500,000     
  • Shared usernames are permitted on this platform
  • Access Pershing and Cetera tax documents



NetXInvestor Limitations


  • Checks issued by a third-party cannot be mobile-deposited at this time
  • Cannot view outside account balances or statements

AdviceWorks Capabilities


  • View Pershing and Cetera account balances and statements
  • View direct business account balances and holdings (excludes statements and tax docs)
  • Link bank, credit card, and other accounts 
  • Securely share items with your advisor
  • Access Pershing and Cetera tax documents



AdviceWorks Limitations


  • Does not currently offer a mobile deposit option
  • All users must have his or her unique email address and mobile number in order to utilize this platform

eMoney Capabilities


  • View account balances and performance in impressive, comprehensive detail 
  • Prioritize and track cash inflows, outflows
  • Securely upload important documents and files, with unlimited digital storage   
  • Connect accounts and maintain control on your advisor's capacity to access it



eMoney Limitations


  • This platform functions as a one-way data feed, limiting self-help type of updates:
    • Cannot access account statements or tax documents 
    • Client cannot update personal account information


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