Client Access

Our reputation as a top-tier financial planning and wealth management firm is based in part on the transparent and easily accessible information that we share with clients.


Our client portal is an extension of building dynamic, two-way relationships with our clients by providing access to account balances, activity, statements, and fund positions, as well as customizable reports in a mobile-friendly format.


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Similar to our client portal, NETX Investor provides 24/7 access to your investment accounts, balances, portfolio holdings, and account activity. However, NETX takes it a step further, allowing you to view trade confirmations, tax statements, as well as quotes, applicable news stories, and market screeners of thousands of stocks, mutual funds, and exchange-traded funds (ETFs).


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