Client Account Access
As a client of Retirement Planning Solutions, you can conveniently access all your investment account activity and information in one easy place from any Internet connection. With online account access you can confirm balances and activity and alleviate paper clutter with electronic statements and trade confirmations. We're here to help you manage your investments, and at the same time provide a clear understanding of and access to your financial plan.
If you do not see your investment company listed, please call our office and we will be happy to assist you.
Access your most current Pershing account information.
Pershing / NETX Investor
Access to your Pershing account statements, tax documents, trade confirmations.
Another option to view your accounts, holdings and transactions.
* Web links provided here are for informational purposes only and as a courtesy. When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites. The companies listed are all separate and not affiliated with First Allied Securities, Inc.