Access My Brokerage Account

Brokerage Account Access

To access your brokerage account on line, it is necessary to establish a User ID and Password.  Please notify us via the "Contact Us" tab in the upper right corner of the home page or call our office at 215.938.8811 to request Internet access to your accounts. 

Once a User ID and Password is established, please click on the following link to access your account:

 http://www.netxclient.com/

Statement One

Statement One offers quarterly statements to be e-mailed in Adobe format to your desk top. Please notify us via the "Contact Us" tab in the upper right corner of the home page or call our office at 215.938.8811 to receive quarterly statements via e-mail. Please note, it may take longer to download statements on a dial-up connection.