Account Access


NetExchange Select 

NetExchange Select offers a secure and convenient vehicle for you to access and view your Investment Center / Pershing account information 7 days a week, 365 days per year.  NetExchange Select also serves as a powerful resource for viewing your financial portfolio and accessing news, quotes, and investment research information.

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               View your online account here:    


New: Go Paperless!

We've made it easy for you to go paperless - with just a few clicks of the mouse, you can eliminate paper brokerage account statements and trade confirmations. Instead of receiving paper copies, you can view them online as soon as they are available. 

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PLEASE NOTE:   The information being provided is strictly as a courtesy.   When you link to any of these web-sites provided here you are leaving this site.  Our company makes no representation as to the completeness or accuracy of information provided at these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  When you access one of these sites, you are leaving this company's web-site and assume total responsibility and risk for your use of the sites you are linking to.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck