Client Access
Client Portals
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Convenient, 24/7 Access To Your Accounts
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Support & Troubleshooting:
404-228-5525
Financial Organization Number: 3KZ
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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
- Cannot access account statements or tax documents