How do I sign up to view my brokerage accounts?
Please follow the steps below to register a new user account so that you may view your brokerage account online. Please remember to follow the directions carefully so that your signup is processed correctly.
Step 1: Download and print out the Netexchange Client Application.
Please note: This application is in portable document format (PDF). Please download the free Adobe Reader to display and print this document.
Step 2: Fill out the Netexchange Client application that you just printed out. Contact your Registered Representative if you require assistance.
Step 3: Submit the completed Netexchange Client application to the home office at the follwing address:
ATTN: NetXClient Operations
Nationwide Planning Associates, Inc.
120 Grand Avenue
Park Ridge, NJ 07656
You may also fax your application to the home office at:
(201) 476-0132
Your Registered Representative will notify you after your signup has been processed and your login is ready to use.
Representatives are registered through, and securities are sold through, Nationwide Planning Associates, Inc., member FINRA·SIPC, located at 1 Paragon Drive, Montvale, NJ 07645, (201) 476-0029. Insurance sold through licensed NPA Insurance Agency Representatives. Investment products are not federally insured, involve investment risk and may lose value, are not obligations of or guaranteed by the Broker/Dealer or a credit union. Nationwide Planning is a registered broker dealer.
Copyright ©2003, 2004, 2005 Nationwide Planning Associates, Inc. All Rights Reserved.