877-534-3700

 

Check My Accounts

To Enroll

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.