Third-party sites that are directly or indirectly linked or referenced above may collect information, including personal information relating your online activities over time and across different websites and other online services. provide clearing services through either Pershing, Together with CUSO Financial Services, L.P. (CFS), we provide the investment choices you want and the tools and services you need to achieve your financial goals. CFS representatives do not provide tax or legal guidance. You can also run holdings, performance, and other reports here as well. SagePoint Financial Services is a wealth management firm owned by Advisor Group Holdings, Inc. Netxinvestor login partners, who bring strength, stability and security to strategies that are For videos on how to use your web portal and to change your password,click here. All investment strategies have the potential for profit or loss. Specifications & File Types. The receipt of personalized and tailored services, or access to financial or professional resources should not be construed as a guarantee of a particular outcome. Check the background of your financial professional on FINRA'sBrokerCheck. WFS does not provide tax or legal advice. and Advisor Group provide your financial professional with back office, technology, success. The firm is regulated by FINRA and the SEC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. The opinions expressed and All with one goal in mind your It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Login and Access Brokerage Accounts | Securian Financial Both companies are headquartered in Saint Paul, MN. 11810 Grand Park Avenue. Please use the links below to access our partner services. We make no representation as to the completeness or accuracy of information provided at these web sites. Get instant access to balances, portfolio holdings, account activity, tax information, and more View a comprehensive account summary at a glanceright from the home screen Pay bills via single sign-on to Bill Suite Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds Access for Everyone TRADE AND TRANSFER FUNDS USING NETXINVESTOR USER GUIDE 7 Trade Equities Enter a Buy Equity Trade Tip: To view help text and definitions of all terms, click the field label in blue text. Netxinvestor login Your financial professional is supported by a network of premier EPIC (Estate Planning, Individually Centered), LIFT (Life insurance as a financial tool), Review licensing/appointment requirements, Do not sell or share my personal information. 20852, For Pershing NetXInvestor Instructions: VIEW HERE. Use these links to access other investment advisory accounts or to register for online access. Log in to NetXInvestor to access Pershing accounts, including brokerage, Spectrum Advisor, Securian Freedom and Securian One. You can also download the mobile app for your phone: Android: Pershing Advisor Solutions NetXInvestor. We are not in the business of creating and marketing our own Some of this material was developed and produced by For Android App: Click HERE. Securities and advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. Each insurer is solely responsible for the financial obligations under the policies or contracts it issues. If we have created a MoneyGuidePro plan for you, it can be accessed here. The information in this material is not intended as tax or legal advice. N Bethesda, To learn more about the professional history of our financial professional(s), please visit FINRAs BrokerCheck. for specific information regarding your individual situation. Coastal Credit Unionhas contracted with CFS to make non-deposit investment products and services available to credit union members. Fax: (888) 350-5968. 3. For clients whoalready have a Morningstar web portal, please. Like all investment strategies, the Strategy is not guaranteed. RPOA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, accessed through the link provided, and takes no responsibility for the same. PDF NetXInvestor Trade and Transfer Funds User Guide - Pershing If you are seeking investment advice or recommendations, please contact your financial professional. The content is developed from sources believed to be providing accurate information. financial exchanges to handle confirmation, delivery and settlement of your representative, broker - dealer, state - or SEC - registered investment advisory firm. The content is developed from sources believed to be providing accurate information. Office: (888) 350-9727. or National Financial Services (NFS). Pershing NetXInvestor Login - Symmetry Financial Partners Need an ID? Sign up today to access your account online. For access to entity accounts, such as trust accounts, or to register additional accounts to an existing user ID, please contact the Securian Financial Services Service Center at 1-800-820-4205, option 2. Product availability and features may vary by state. Suite 500 References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: we told our clients to be out of the market in 2007 and 2008, we told our clients to get back into the market in 2009, and clients that followed our advice were out of the market in 2008; refer to strategies collectively employed and recommendations collectively made by Retirement Planners of Americas principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of Americas founder, Ken Moraif. It is possible that it can incorrectly predict a bear market (generally accepted as a 20% drop in a market index), which has, in-fact, happened before at Retirement Planners of America and affected its clients accordingly. This service enables you to view brokerage account documents online, and is provided on behalf of your financial organization by Pershing LLC (member FINRA, NYSE, SIPC), a subsidiary of The Bank of New York Mellon Corporation. Landaas & Company clients who have at least some of their assets in accounts atPershingLLC, and already have set up online access,can getaccount information through NetXInvestor. MD Client Login Financial Solutions For Pershing NetXInvestor Instructions: . This communication is strictly intended for individuals residing in the states of CA, DC, DE, FL, MD, TX, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Property and casualty insurance products are issued by Securian Casualty Company, a New York authorized insurer. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Click here for the Landaas & Company Privacy Statement. Retirement Planners of America has been employing the Strategy since its inception in 2011. 2. NetX360+ is the next generation of the web-based professional workstation NetX360. . SagePoint Financial Clients | SagePoint Financial The receipt of personalized and tailored services, access to financial or professional resources, or the experience or expertise of an adviser should not be construed as a guarantee of a particular outcome. The information in this material is not intended as tax or legal advice. Login Pershing. Financial Solutions is independent of CFGS. Client web portal from Landaas.com | Landaas & Company Choose one of the two options below to sign up for online account access for your Pershing accounts: Do It Yourself - Use the self-registrationoption. advice from the best solution providers. This is a general communication for informational and educational purposes. our firm, your financial professional can offer you access to thousands of diverse financial If unsure, use the WFS eQuipt Logininstead. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. The primary account owner must register for account access and successfully complete the identity verification process. Financial Services | American Porfolios Financial Services Inc. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities, variable insurance products and investment advisory services offered through Securian Financial Services, Inc., registered investment advisor, member FINRA/SIPC. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of Americas services will vary based upon a variety of factors, such as the clients investment, tax, and financial circumstances and overall objectives. NetXInvestor LOGIN. Suite 500. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 2005-2023 Securian Financial Group, Inc. All rights reserved. For clients with Pershing accounts, the C lient Access experience will automatically create online credentials for a seamless single-sign -on into NetXInvestor , eliminating the need . Go Paperless/E-Delivery PERSHING Landaas & Company clients who have at least some of their assets in accounts at Pershing LLC, and already have set up online access, can get account information through NetXInvestor. One of the nations leading wealth management firms, SagePoint has been helping advisors service the investment needs of their clients for nearly 50 years. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Anytime, Anywhere Access Overview NetXInvestor is an online investor platform enabling you to access account information, place trades, view trade status, transfer funds, request a check, get quotes, perform market research, read news, and much more. If your account is held at Pershing, use this login to see your account balance, enroll in eDelivery, retrieve statements, research holdings, etc. Register Check Status This information is provided by {ibdName} through Pershing LLC, member FINRA, NYSE, SIPC, a subsidiary of The Bank of New York Mellon Corporation. All such information is provided solely for convenience, educational, and informational purposes only. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of Americas services will vary based upon a variety of factors, such as the clients investment and financial circumstances, the clients tax bracket, the nature and amount of the clients employer and outside benefits, the clients level of cooperation and communication, and the clients overall objectives. Client Login . For such guidance please consult with a qualified professional. This information is not intended to provide legal, tax, accounting or financial advice or services. Photos and images on this website are not of past or present clients of Retirement Planners of America. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to Retirement Planners of America but may not consider literally all aspects of a clients financial affairs. Sign up to get access to our monthly newsletter filled with financial tips and market updates. The new website may be subject to privacy policies, security policies and terms and conditions different from those at Securian Financial Group, Inc. Insurance products are issued by Minnesota Life Insurance Company or Securian Life Insurance Company, a New York authorized insurer. This service enables you to view brokerage account documents online, and is provided on behalf of your financial organization by Pershing LLC (member FINRA, NYSE, SIPC), a subsidiary of The Bank of New York Mellon Corporation. Investor Tax Information and Resources - BNY Mellon | Pershing Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Osaic Wealth, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, Infinex Investments, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Investor Experience - Pershing - BNY Mellon | Pershing Please consult legal or tax professionals You can also view your account, tax statements, and trade confirmations online. For Apple App: Click HERE. *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a . The Invest and Protect Strategy (the Strategy) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Please click on the link below to launch GoToMeeting. The RPOA NetXInvestor website provides you with 24/7 access to your accounts held at BNY Mellon | Pershing. If you do not have access to this site, please reach out to us and we would be happy to provide you with access. Allowing you to manage and view all of your accounts in one convenient location. Past performance does not guarantee future results. Access account documents and investment research for investment services offered by Securian Financial Services. Personalized financial planning and investment advice can be rendered only after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. SagePoint This allows your financial professional to offer objective investment The website you are being directed to is not created by Securian Financial Group, Inc. or any of its subsidiaries. designed to work for today and tomorrow. Wherever you may be, this complimentary service provides you with 24-hour online viewing of your investments with CUSO Financial Services, L.P. NetXInvestor is a trademark of Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. These photos should not be construed as an endorsement of Retirement Planners of America or its representatives by any client.888.509.6512.