Your clients can view their Pershing account holdings, balances, projected cash flow, history, and general account information all in one place. NetExchange Client gives your clients the ability to:
- View account balance information, including long and short market value, money market funds, cash available, and funds due
- Retrieve details on holdings within accounts, such as intra-day data by security type, and realized and unrealized gains and losses
- Search up to two years of account transaction history by transaction type, stock symbol, or specified dates
- Receive and pay bills online directly from their brokerage account through EDocumentSuite
Albridge provides your clients with a single, accurate view of their entire portfolio. They can view holdings, account values, and transactions at www.mainaccount.com/npafs/.
Rights and Responsibilities
At Nationwide Planning Associates, your clients have certain rights and responsibilities. Please take some time to review our Investor Rights.
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