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Our Clients


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


Welcome to the National Planning Statements-your source for consolidated account information. Access all of your account information anytime.


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Useful Links

Here are some links to resources we hope you can use.

Useful Documents

Here are some links to documents we hope you can use.