Access Your Accounts

NetXInvestor® is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.

This easy-to-use digital platform allows you to collaborate better with your financial professional. Now you can see all your finances — in one place. Set goals and measure progress. All without ever leaving your keyboard or mobile device.

Combining our expert advice with leading financial planning technology to deliver exceptional service.