Shareholders Service Group provides direct access to the following password protected areas:

Client Account Access - NetXInvestor - ACCESS YOUR ACCOUNT INFORMATION ONLINE. Call us if you wish to enable online access.

SSG Advisors Forms and Utilities – For advisors only. Access forms and other information from SSG. Most account forms are in "Fillable PDF Format."

NetX360 (web version or download) – For advisors to access trading and account administration functions on NetX360, our best-in-class account management platform.

Employee Plan Access – For employees of employer sponsored plans to access their account information.

Join a Meeting or Demonstration

Please contact us at 1-800-380-7370 or 858-530-1031
or by email: if you have any questions regarding access to these areas.

Thank you for the opportunity to serve you!


Whether you are just starting out or are an experienced advisory practice, contact us to learn what it means to work with a Custodian whose Executives and Staff are solely focused on your RIA needs.