Client Access

To access your accounts online, please click on the link below.  Please note for some sites you will need your account number.  If you need assistance accessing your accounts, please call our office at (952) 938-9147 or toll free (888) 373-2032.

eQuipt for Life:

eQuipt Login | Your roadmap to financial independence.
eQuipt Enroll | Convert NetXInvestor to eQuipt | Client Enrollment

Consolidated Account Access:

VISION 2020 OneView (Albridge Wealth Reporting™)

Brokerage Accounts:

NetXInvestor® (Formerly NetExchange Client®, has been retired)
NetXInvestor® Self-Registration Information and Instructions PDF | 208 KB - 10/2014
Pershing's 2018 Tax Guide (including Supplement Information tool and Royalty Trust Tax Information)

Advisory Accounts:

VISION2020 Wealth Management® Platform (WMP), access via NetXInvestor® or eQuipt

SEI - Client Access
SEI Cash Access Account (CAA)
SEI Help for Clients

Mutual Funds:

AB AllianceBernstein
Allianz Global Investors
American Century Investments
American Funds a part of The Capital Group
Calvert Investments - Acquired by Eaton Vance Press Release 12/30/2016
Columbia Threadneedle Investments
Davis Funds
First Eagle Funds
Franklin Templeton Investments
Hartford Funds
Janus Henderson Investors
J.P. Morgan Funds
Legg Mason
Lord Abbett
Nuveen Investments
OppenheimerFunds is now part of Invesco
PGIM Investments
Putnam Investments
Voya Investment Management
Voya Select Advantage IRA - A Mutual Fund Custodial Account


Talcott Resolution (formerly The Hartford)

529 Education Savings Plans:

American Funds CollegeAmerica 529
BlackRock CollegeAdvantage 529 Plan
Hartford SMART529

Life Insurance:

Hartford Life | John Alden Life | Time Insurance | Union Security Insurance

Alternative Investments (Closed offerings, for existing clients only):

Atlas Resource Partners, L.P. (Titan Energy)
CNL Securities - Corporate Capital Trust
Griffin Capital - Essential Asset REIT
ICON Investments
Landmark Apartment Trust, Inc. - Acquired by StarwoodCapital Group and Milestone Apartment REIT - 01/27/2016 News Release
Macquarie Asset Management Inc.
U.S. Energy® Development Corporation
Wells Real Estate Funds