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]
Click here for a video of registering your Client Center account for the first time.
Click here for a video overview of Client Center
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.
Access your investment accounts.
Please copy/paste this URL to your browser to access NetXInvestor: https://www.netxinvestor.com/nxi/login