If you have not received an email to register for your client center/portal, or if you need us to resend this email, please contact us at [email protected]

How to login to the portal/client center after registration

How to navigate the portal/client center

Uploading documents – Returning Clients

Uploading documents – New Clients

If you have not already received an email from us to create your portal account, please email us at: [email protected]

KPlan is our interactive financial planning dashboard.

If your accounts a in custody at Altruist, click here to login.

Access your investment accounts.

Please copy/paste this URL to your browser to access NetXInvestor: https://www.netxinvestor.com/nxi/login