Broker Check

Client Portal

This easy-to-use digital platform allows you to collaborate better with your financial professional. Now you can see all your finances — in one place. Set goals and measure progress. All without ever leaving your keyboard or mobile device.

NetXInvestor is Pershing’s online viewing website and it’s where you can view your accounts and all of your formal Pershing and Jones Financial Partners generated account documents.


If you have an account directly held with American Funds®, then you may click the link below to be taken to the sponsors website.

IF YOU HAVE ANY QUESTIONS ABOUT ACCESSING YOUR ACCOUNTS, PLEASE CONTACT ONE OF OUR TEAM MEMBERS AND THEY WILL BE HAPPY TO ASSIST.

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