Client Access

Login to your Account
ACCESS YOUR INVESTMENTS ONLINE
NetXInvestor® is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.
ORGANIZE YOUR ACCOUNTS
Sign up for SelectLink® to combine statements for accounts that share the same address, and receive easy-to-read summary page.
AWARD-WINNING STATEMENT
Every year since 2007, your statement has earned an Excellent designation by DALBAR INC. in the "Trends and Best Practices in Investor Statements" category.