Account Access

Net Exchange Client® Select (

Royal Alliance’s NetExchange Client ( provides access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more.

Use NetExchange to retrieve:

  • Monthly Brokerage Statements
  • 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