Broker Check

Online access allows you to confirm balances and activity without having to wait for a monthly or quarterly statement to arrive by mail or email. You can also register to receive electronic statements and trade confirmations. If you do not see your investment company listed, please call our office and we will be happy to assist you.

Pershing account information.
Pershing / NETX Investor      
Pershing account statements, tax documents, trade confirmations.

Another option to view your accounts, holdings and transactions. 

Investment Companies

* Web links are for information only and are provided as a courtesy to our clients. Retirement Planning Solutions makes no representation as to the completeness or accuracy of online information from these companies. The companies listed above are separate and not affiliated with First Allied Securities, Inc.