User ID: First initial of primary account holder's first name, plus primary account holder's last name (i.e. John Doe's user name would be "jdoe")
Initial/Default Password: First two letters of primary account holder's first name, followed by the account holder's date of birth (MMDDYY) (i.e. John Doe's initial/default password would be "jo123150")
3. Select green centered "Click Here to Access Your Brokerage Account With NetExchange Client at Pershing, LLC."You will be directed to the NetExchange Client log in screen.
4.Enter 47Y in the FINANCIAL ORGANIZATION NUMBER field.
5. Enter User ID.
6. Hit CONTINUE which will direct you to the page where you will enter your password.
7. Enter Initial/Default Password.
8. Click LOGIN.
NOTE: You will be prompted to select a new password upon your initial login.
Electronic Delivery of Account Statements and Trade Confirmations
You can now choose to receive your monthly account statements and trade confirmation statements in electronic format, instead of receiving physical paper statements.To accomplish this, please follow these steps:
1. Log onto NetExchange Client. 2. Click on ONLINE DOCUMENTS from the left-side options menu. 3. Click the DOCUMENT DELIVERY link to turn on/off delivery of paper statements and confirmations. 4. Add your email address (if it has not already been entered). 5. To change document delivery preferences, click CHANGE. 6. Choose the Document Delivery Preferences (paper or email) for each account. 7. Click NEXT at the bottom of the page. 8. Read the Document Delivery Terms and Conditions Disclosure.Type your name and click SAVE. 9. You will receive an email message confirming the change to electronic document delivery.
Additional Information
1. To reset a password, please contact Shareholders Service Group ("SSG") at (800) 380-7370. 2. A maximum of 19 accounts can be linked to a specific User ID.
Reed & Associates, Inc. 16935 W Bernardo Dr Ste 112 San Diego, CA 92127-1634 Phone: 858-673-0878 | Fax: 858-430-3883 | Email: info@reedwealth.com CA Insurance License #0534132
Advisory services offered through Reed & Associates, Inc., a
registered investment advisor. Pension plan record keeping offered
through other fine companies.