Lory's Corner

Many of our clients have accounts at our clearing firm, Pershing, LLC, with online access to accounts through their website, www.netxclient.com. This website gives you access to your current holdings, transactions, and market information. Your same login information will also allow you access and view Pershing's new website: www.myedocumentsuite.com.

This new website give you access to your past statements, trade confirmations and tax documents. This might be a good site to bookmark for inevitable questions from accountants after the first of the year!

If you have any questions about these websites or need more information, please give us a call. We will be happy to lend a hand!