Check My Accounts
1. Go to www.netxinvestor.com
2. Click on the Register Now link. Follow the steps to create your User ID and Password.
3. Enter Financial Organization Number: 3Z1
Once set up, please review all of your information for accuracy.
Please note: You must complete the steps below in order to stop receiving paper account statements, trade confirmations and/or other documents.
To set up your electronic delivery preferences:
- Click on the “go paperless” button located on the top right corner of the web page.
- For each account, make sure to check the box next to each type of document that you wish to receive electronically.
- Next, click Save and you will be asked to accept the Electronic Notification Agreement
You may change your delivery preferences at any time by repeating these steps and un-checking the box next to the communication type.
For any questions, or to reset your password, please contact the resource center at 1-800-356-2906. Their hours are M-F 8:30 AM EST - 6:30 PM EST, excluding holidays.