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Creating Confidence In Your Future

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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. 

 

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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

NetXInvestor Login

 


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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.

Charles Schwab Alliance 

 

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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. 

Albridge Wealth Reporting

524 North Trade St.
Winston-Salem, North Carolina
27101 United States

  •  Tel: 336-723-1220
  •  Toll Free: 888-723-9277
  •  Fax: 336-727-0941

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. 
Advisory services offered through Blue Rock Wealth Management, LLC 
Cetera is under separate ownership from any other named entity. SIPC.org, FINRA.org

524 North Trade St., Winston-Salem, North Carolina 27101 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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