CLIENT ACCOUNT ACCESS
Access your account 24x7. For password reset, account login information, please contact your advisor directly or contact Shareholder Service Group at (800) 380-7370
ADVISOR ACCOUNT ACCESS
NetX360, a robust and extremely functional advanced technology platform provided by Pershing LLC, a division of The Bank of New York Mellon, and one of the world's largest financial institutions. NetX360 provides the tools needed to manage clients accounts and offers one complete online account administration and trading platform to efficiently manage business.
SHAREHOLDERS SERVICE GROUP
SSG provides the brokerage technology and custodial services. As a member of SIPC, SSG provides account protection up to $500,000, including $250,000 for claims of cash. Additional insurance is included through Lloyd’s of London. This provides excess account protection up to an aggregate limit of $1 billion, of which $1.9 million may cover cash awaiting reinvestment at the individual account level. This amount in excess account protection is the highest level of brokerage account insurance coverage available in the industry today.