Account Access

eQuipt enables you to view transactions and account holdings, and add funds through an integrated mobile deposit tool, all with a modern user interface and capabilities.

Use eQuipt to:

  • Enroll in e-delivery for mailings from Pershing, Royal Alliance, and investments held in your financial accounts
  • Access all documents issued by your custodian, Pershing LLC, such as trade confirmations, account statements, and account notifications
  • View intra-day transactions and current price quote information

Royal Alliance’s NetX Investor provides access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more. NetX Investor also offers e-delivery enrollment for account notifications.

Use NetX Investor to retireve:

  • Monthly Brokerage Statements
  • View Trade Confirmations

How to Read Your Brokerage Statement

The Tamarac Client Portal is a powerful one-stop shop for your fund and account information, performance reports, and secure document lock-box.

Use Tamarac to retrieve:

  • Up-to-Date Performance Information
  • Quarterly Reports
  • Gains & Loss Information
  • 1099 Forms
  • Monthly Brokerage Statements
  • Important Cassaday & Company, Inc. Documents

Quarterly Review Glossary