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.