Client Account Access
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 https://npa.mainaccount.com/.
Rights and Responsibilities
At Nationwide Planning Associates, your clients have certain rights and responsibilities. Please take some time to review our Investor Rights.