Client Center
Online Account Access
If you already have your User ID and password, you’re ready to access your account on NETXInvestor today! Click the button below, and you’re on your way to convenient brokerage account access. If you don’t have login information yet, you can click on the button below to register online.
More About NetXInvestor . . .
What is It?
NetXInvestor allows you to view your Cetera Advisor Networks brokerage account 24 hours a day, 7 days a week, 365 days a year at no charge! With NetXInvestor, you have secure access to view your balance, holdings, statements and more, in addition to the ability to check trade status and obtain quotes. You can even review your account transaction history.
Review Meeting
We want to make the data gathering process of your review meeting as painless as possible. So that we can update your financial plan, please fill out as much of the following forms as you can, and forward them to our office 3 – 5 days prior to your review meeting.
Client Profile (word) (PDF)
Cash Flow (Excel) (PDF)
Other helpful documents to bring to your meeting with AJW
- Investment account statements
- Most recent completed tax return
- Current paycheck stub
- Company retirement plan documents
- Will and trust documents
- Existing insurance policies
- Company group benefit and insurance information
- Home mortgage information
- Loan statements
- Bank and credit card statements
- Any other information that you feel may be helpful