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Our thoughts are with everyone during these unusual times, and we assure you that we are working to make certain your needs are met without interruption. While we do not envision any interruptions in service and have taken steps to make this a reality, we do ask for your patience in the event you experience an unforeseen delay. If you are unable to reach your financial representative, you may contact ProEquities client services at 1-800-288-3035 or email at We appreciate your patience and are committed to serving you.

Client Login

If you are not set up for online access to your account information and wish to have access, please contact your financial representative.

To login to your account click the link below according to where your access is established:

The Pershing NetExchange Client, and MyEdocument Suite web sites have been consolidated into one site called NetxInvestor.

To login to your account please click one of the link below:

Click here to access Pershing's NetxInvestor

Click here to access the Albridge Wealth Reporting system

Click here to access Envestnet's client login

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