Client Resources
Access to your account information, balances & more.
Manage your eDelivery options.
More information...
NetX Investor gives you access to your account information, balances, holdings, realized and unrealized gain/loss, account history, and transactions. You can manage your eDelivery options and select which documents you would like to receive electronically or in the mail. You can access your official statements, confirms, tax documents and even proxies from this central hub.
There is a mobile app you can download for free in your app store for easy mobile access.
Use the links below to establish your account or reset your password.
You may always contact our team for assistance anytime.
CLIC Client
eMoney Financial Planning Login
More information...
This digital client portal will allow you to access your entire financial picture in one place. You can view your investments, set goals, create budgets, track spending, and more. You can securely store important documents and access documents from our team from your personal digital client vault.
Contact our team to gain initial access.