NetXInvestor Log In
NetX Client gives you instant access to brokerage and advisory account and tax statements, trade confirmations and more. Use NetX Client to manage your statement delivery preferences (e.g., going paperless).
NetXInvestor Mobile Deposit
Did you know you could make a deposit into your Pershing account without dropping off or sending a check to Prosperity? (Note: the maximum for checks has been increased to $50,000 - 04/02/2020)
Albridge Log In
Albridge delivers a single, comprehensive view of all of your investments with Prosperity. Unlike NetX Client, which provides just brokerage account information, Albridge includes information on variable annuities, directly-held accounts (such as 529 plans or REITs), etc. Albridge provides individual and consolidated reports covering performance, asset allocation, holdings analysis, transaction, and benchmarking.
Here are some timely checklists that may be of interest to you. If you want to discuss, please contact us.