Client Account Access


NetExchange Client
Your clients can view their Pershing account holdings, balances, projected cash flow, history, and general account information all in one place. NetExchange Client gives your clients the ability to:

  • View account balance information, including long and short market value, money market funds, cash available, and funds due
  • Retrieve details on holdings within accounts, such as intra-day data by security type, and realized and unrealized gains and losses
  • Search up to two years of account transaction history by transaction type, stock symbol, or specified dates
  • Receive and pay bills online directly from their brokerage account through EDocumentSuite

Albridge Solutions
Albridge provides your clients with a single, accurate view of their entire portfolio. They can view holdings, account values, and transactions at

Rights and Responsibilities
At Nationwide Planning Associates, your clients have certain rights and responsibilities. Please take some time to review our Investor Rights.

Privacy Policy
Protecting the privacy of your clients’ personal and private information is a top priority at Nationwide Planning Associates. We take the utmost care in making certain that all information provided to us is kept in strict confidence. Please take some time to review our Privacy Policy.

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