Broker Check

Client Center

UPLOAD DOCUMENTS IN A SECURE MANNER 

In order to upload documents in a secure manner please use the Dropbox below to upload documents our team has requested 



VIEW YOUR ACCOUNTS ONLINE 


If you would like to be set up with online access to view your accounts or you are having troubles accessing  your accounts please reach out to our team contact@jamesfingroup.com or consider the following: 

  • Copy and paste does not work well when entering your password, instead type in your password 
  • For netx360 (Pershing's web portal) you have 3 attempts to enter your password before you are locked out and then you will have to wait 24 hours for our team to request a reset. If you cannot get in with your credentials after 2 tries then click the "forgot password" button so you can quickly reset it 
  • Albridge (affiliate of Pershing) is is compliment to Pershing's Netx360 as it allows you to view all your accounts including those held direct and not at Pershing 
  • For access to annuity or mutual fund statements you will need to visit the companies website directly to register