Broker Check

Account Access

PERSHING CUSTODIED ACCOUNTS

For client accounts held directly at Pershing, please visit the NetExchange Client® site. NetExchange Client® provides you with an essential solution for viewing your investments and accessing statements online. Please contact us if you would like access to this service.

ASSETMARK CUSTODIED ACCOUNTS

Provides access to AssetMark™ account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust™. Please contact us if you would like access to this service.

FIDELITY CUSTODIED ACCOUNTS
https://www.fidelity.com/


TD AMERITRADE CUSTODIED ACCOUNTS
https://www.tdameritrade.com/

SCHWAB CUSTODIED ACCOUNTS
https://www.schwab.com/