Shareholders Service Group provides direct access to the following password protected areas:
Client Account Access - NetExchange Client - 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: email@example.com if you have any questions regarding access to these areas.
Thank you for the opportunity to serve you!