Account Access
We're excited to share that the Cassaday Tamarac Client Portal is receiving an update, going into effect on June 5th, 2026. For more details on this update, click here.
Osaic's 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, Osaic, 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
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 retrieve:
- Monthly Brokerage Statements
- View Trade Confirmations
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
Need Help?
Send a quick email or call our office to be put in touch directly with someone who can provide answers and solutions for you.
Click here to learn more about Cassaday & Co.'s services and how they may benefit you.