Client Account Access:

For a consolidated online view of your accounts please email us to obtain an access code for registraion. 

https://www.mainaccount.com/gwm/

 

 

Geneos/Pershing Statement Access:

If you already have a user/password, please visit   https://www.netxinvestor.com/web/netxinvestor/login to login to view your Pershing brokerage account(s) statements, trade confirmations and tax documents. 

Financial Org # = 6NM

First time users, please email our office for further assistance. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck