Access Pershing Statements online by clicking the logo to the right or by navigating to www.netxinvestor.com At this site, you can view monthly statements, trade confirms, tax forms and other documents online. Don't have Pershing access yet? Click the Register Now button to get started. Please note - our financial organization number is 3KZ
Access Loring Ward Statements (Pershing Advisor Services) online by visiting https://advisor.netxinvestor.com/web/pas/login At this site, you can view monthly statements, trade confirmations, tax forms and other documents online.
Looking to reduce the clutter and save a few trees? Sign up here for your fund company's electronic delivery of prospectuses and/or annual reports. For anyone wishing to add online viewing to their Pershing account, please complete this form and fax or send back to Ramsier Financial at 330-669-9535 or P.O. Box 467 Smithville, Ohio 44677