My Account
Our approach is simple: Treat you the way we want to be treated. We meet you where you are today and map the path to your goals, whatever they may be. Our experts invest time in you to build the strategies that support your financial needs.
Portfolio
Your investor platform. Available day or night with instant access to your accounts, tax statements, trade confirmations and more.
Organize
Combine statements for accounts that share the same address, and receive an easy-to-read summary page.
Research
View how the market is performing today. Access news relating to stocks, create stock watch lists and much more.
Simplify
Benefit from one-click navigation for enhanced readability, and the ability to quickly access and review information.
Convenient Personal Asset Dashboard
- Secure access to view your account activity
- Aggregate Outside Assets
- Asset Allocation
- Market Value
- Performance Reporting
- Financial Plans
View Your Holistic Wealth Picture
A helpful visual representation of your investment strategy, allocation, risk tolerance summay and portfolio goals. Featuring convenient e-signature and e-documents.
Communicate and Organize
- Directly Web chat or screen share with our team
- Securely store and share documents in your vault
- Stay organized with action steps
Portfolio
Your investor platform. Available day or night with instant access to your accounts, tax statements, trade confirmations and more.
Organize
Combine statements for accounts that share the same address, and receive an easy-to-read summary page.
Research
View how the market is performing today. Access news relating to stocks, create stock watch lists and much more.
Simplify
Benefit from one-click navigation for enhanced readability, and the ability to quickly access and review information.
Convenient Personal Asset Dashboard
- Secure access to view your account activity
- Aggregate Outside Assets
- Asset Allocation
- Market Value
- Performance Reporting
- Financial Plans
View Your Holistic Wealth Picture
A helpful visual representation of your investment strategy, allocation, risk tolerance summay and portfolio goals. Featuring convenient e-signature and e-documents.
Communicate and Organize
- Directly Web chat or screen share with our team
- Securely store and share documents in your vault
- Stay organized with action steps.
Private Wealth Management –
NetXInvestor
Portfolio
Your investor platform. Available day or night with instant access to your accounts, tax statements, trade confirmations and more.
Organize
Combine statements for accounts that share the same address, and receive an easy-to-read summary page.
Research
View how the market is performing today. Access news relating to stocks, create stock watch lists and much more.
Simplify
Benefit from one-click navigation for enhanced readability, and the ability to quickly access and review information.
HJ Sims Capital Management – POWeR
Convenient Personal Asset Dashboard
- Secure access to view your account activity
- Aggregate Outside Assets
- Asset Allocation
- Market Value
- Performance Reporting
- Financial Plans
View Your Holistic Wealth Picture
A helpful visual representation of your investment strategy, allocation, risk tolerance summay and portfolio goals. Featuring convenient e-signature and e-documents.
Communicate and Organize
- Directly Web chat or screen share with our team
- Securely store and share documents in your vault
- Stay organized with action steps