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Need help accessing your NetXInvestor Brokerage Account? Use our step-by-step user's guide, whether it's your first time accessing your brokerage account, or if you've forgotten your user ID or password.

NetxInvestor Client Guide

NetXInvestor is Pershing’s online viewing website and it’s where you can view your accounts and all of your formal Pershing and Cetera generated account documents.

Our Financial Organization Number is: 157

If you have a problem logging in, you can call the Cetera helpline on 888-406-5444

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Moneyguide Pro

Your advisor has provided you with access to MoneyGuidePro, the most innovative financial planning system on the internet. With MoneyGuidePro and your advisor's help you can potentially increase the chances of reaching your financial goals. Click the button below to log in.

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Pershing Account Tax Help

Help on understanding your Pershing Tax Statement and other important information

My Tax Handbook

SEI Accounts Online

To view your SEI account click on "Log In" below

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Albridge Wealth Reporting

To view your account information in once place click on "Log In" below

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Loring Ward

To view your Morningstar account click on "Log In" below

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American Funds Online

To view your American Funds account click on "Log In" below

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Elder Care Information

Useful informational websites regarding elder care topics.

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Fidelity Accounts Online

To view your Fidelity Funds account click on "Log In" below

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