Account Access

This page is designed to provide Cassaday & Co. clients with access to and details regarding all of their accounts. Below you will find account access and suggestions for when you log into:

  • American Funds
  • Equipt
  • NetX Investor
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NetX Investor provides access to information on your brokerage accounts custodied with Pershing, LLC, including your balances, portfolio holdings, account activity, order status, cost-basis information, and more.

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eQuipt is account access offered by Royal Alliance. This site enables you to view transactions and account holdings, and add funds through an integrated mobile deposit tool, all with a more modern user-interface and capabilities.

Tamarac is the “client portal” offered by Cassaday & Co. and includes a consolidated summary of all your financial products registered with Cassaday, including brokerage accounts, 529 plans, annuities, and alternative investments.

American Funds offers account access for Virginia 529 Plans offered through College America. If you do not have a Virginia 529 plan, your account cannot be accessed on this site.