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 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
Click here to learn more about Cassaday & Co.'s services and how they may benefit you.