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Get the free NETXCLIENT ACCESS FORM AND/OR E-DELIVERY REQUEST

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This form is used to access brokerage accounts either through Personal Online Banking or Netxchange Client and to request electronic delivery of brokerage account statements and trade confirmations.
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How to fill out NETXCLIENT ACCESS FORM AND/OR E-DELIVERY REQUEST

01
Start by downloading the NETXCLIENT ACCESS FORM and/or E-DELIVERY REQUEST from the official website.
02
Complete the personal information section, including your name, address, and contact details.
03
If applicable, provide your account number and any relevant identification numbers.
04
Read and acknowledge the terms and conditions associated with the access form and/or e-delivery request.
05
Sign and date the form at the bottom to verify your submission.
06
Submit the form via the provided instructions, which may include mailing it to the designated address or sending it via email.

Who needs NETXCLIENT ACCESS FORM AND/OR E-DELIVERY REQUEST?

01
Individuals or entities who wish to gain online access to their investment accounts via NETXCLIENT.
02
Clients who prefer to receive statements and important documents electronically rather than in paper format.
03
Users requiring ongoing access to their financial information and transactions through virtual platforms.
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Technical Assistance. Please contact your firm or call us at 1-888-878-3142.
If you cannot access the instructions from this telephone number, Pershing may be contacted at (213) 624-6100, extension 500, as an alternate telephone number for recorded instructions.
NetXInvestor® is a secure, user-friendly platform that gives you instant access to manage your finances from one centralized login.
If you have questions about registering for NetXInvestor or signing in and accessing your historical account information or tax documents, please review the FAQs below or call us at 1-855-622-0684. We're available Monday through Friday from 10 a.m. to 7 p.m. Eastern Time.
Finding your Institution or Transit Number Option 1: Look at your checkbook. Option 2: Log into your internet banking. Option 3: Find the Institution number in the list below. Option 4: Routing Number. Use Wise, Save Money.

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NETXCLIENT ACCESS FORM AND/OR E-DELIVERY REQUEST is a document that allows clients to access their accounts online and request electronic delivery of statements and other documents.
Clients who wish to access their financial accounts online or request electronic delivery of important documents are required to file this form.
To fill out the form, clients need to provide their account information, select the type of access they require, and indicate their preferences for electronic delivery.
The purpose of the form is to facilitate secure online access to client accounts and to streamline the delivery of financial documents electronically.
Clients must provide their personal identification information, account details, and preferences for e-delivery options on the form.
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brokerage account access electronic delivery Netxchange Client Personal Online Banking account information trade confirmations account statements electronic notification User ID setup financial organization

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