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
