NetXInvestor online access



 This site provides you with monthly statements, tax statements, and trade confirmations. This site will ONLY include your brokerage accounts through Pershing, LLC. You will need your account number(s) in order to register. Please call or email if you would like me to provide your account number(s).

  1. Login to
  2. Scroll down, under “Need an ID”, click the “Register” button.
  3. On the Welcome page, use 3KZ as the first three letters of your account number.
  4. Follow through all the steps.