Brokerage Account Viewing

There are two options for viewing your brokerage accounts, they are as follows:

(Registration is required. If you currently do not have a username and password - please call or email us for instructions on how to get registered)

 

http://www.myedocumentsuite.com

This website will provide you access to your electronic documents such as statements, confirms and tax statements.

 

https://www2.netxselect.com/

This website will provide you access to your electronic documents and your account balance, holdings, asset allocations, and transactions.  This site is for managed accounts, including Clark Capital, James Capital and Lockwood.

 

 

Please Note: The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.