Helpful links to access your online accounts: If you are a current client and have accounts starting with 5AD or 03X, your accounts would be shown in NetX. If you have an 8 digit number account (ex. 1234-8999) that is a Schwab account. If all of your accounts are housed under one umbrella, you would find this under Albridge Wealth Reporting. Below are links to these websites.
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. If you have any questions about accessing your accounts via NetXInvestor please call Cetera directly at (888) 406.5444 Monday – Friday 9:00 am – 7:00 pm EST and they can reset your password, unlock your account, or generate a security code for you right over the phone. Our Financial Organization Number is: 157
Charles Schwab Alliance allows you to access your Charles Schwab accounts and sign up for e-delivery to view your account statements online. If you have not yet set up your Charles Schwab online access please contact a Blue Rock Wealth Management team member to obtain a link to get set up. If you are already signed up and have questions about accessing your accounts, please contact Charles Schwab Alliance directly at (800) 515-2157 and they will be able to assist you.
Albridge Wealth Reporting is an aggregate site that allows you access to view all of your accounts. While you can view balances and transactions, you can not see statements issued for each account.