Shareholders Service Group provides direct access to the following password protected areas:
Client Account Access - NetXInvestor - ACCESS YOUR ACCOUNT INFORMATION ONLINE. Call us or go to www.NetXInvestor.com 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 – For advisors only. Access tools to manage clients' accounts.
Employee Plan Access – For employees of employer sponsored plans to access their account information.
Please contact us at 1-800-380-7370 or 858-530-1031 or by email: info@shareholdersgroup.com if you have any questions regarding access to these areas.
Check the background of Shareholders Service Group or one of its registered representatives on FINRA's BrokerCheck. Registered Investment Advisors using the services of Shareholders Service Group are not representatives or agents of Shareholders Service Group.
Be sure to read Dan Skiles latest column in the September Issue of Investment Advisor Magazine. You can access the column by clicking on the link below:
