Online Account Access

 We are pleased to offer our clients a variety of options in which they can obtain 24/7 online account information.

 

  • Consolidated Statements -This link will provide you with a consolidated satement containing most if not all or your accounts. Not yet registrered then click here to start the registration process. Your request for registration will be required to be approved by us along with a temporary password so we encourage you to call and discuss the registration process with us at 660-263-9800. Click here to access your online consolidated statement.
  • NetExchange Client Access - is for those clients with accounts held at Pershing LLC. To view your brokerage account online, click here. If you have not yet registered for NextExchange Client Access please call us at 660-263-9800 for more information.
  • Direct Investments - The majority of investments held directly with an investment firm can be viewed using Consolidated Statements. The following links to direct investments are provided for those instances where additional information and/or the information is not available on your consolidated statement. If a company link you would like to see is not currently available please let us know by calling 660-263-9800. 
  •  myedocumentsuite.com - Sign up for a new way to receive electronic delivery of brokerage account statements and trade confirmations. This free self-service web site allows you to personally create delivery options for your accounts, turn off paper delivery for your accounts and view, print and download electronic documents. Note: This only applies to brokerage accounts. For more information please contact our office by calling 660-263-9800.

    To Go Paperless:

    1. Visit www.myedocumentsuite.com
    2. Click "Register Now"
    3. Review and agree to terms and conditions regarding the use of the website
    4. Provide User Information - a social security number is required
    5. Verify your identity- this helps us ensure the safety and security of your information
    6. Create a user ID and secure password, and provide a valid email address
    7. Respond to the link embedded in the email from edelivery@myedocumentsuite.com to complete the registration
    8. NOTE: The Financial Organization Number to utilize is 4PW

    If there are any questions or problems with the registration process, please call 877-375-4013 or as always, please feel free to call our office at 660-263-9800.

 

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