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 2020 Tax Guide (including Supplement Information tool and Royalty Trust Tax Information)

Advisory Accounts:

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

SEI

SEIClientConnect.com - Client Access

SEI Cash Access Account (CAA)

SEI Help for Clients

Annuities:

Jackson

Nationwide

Talcott Resolution (formerly The Hartford)

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