**IMPORTANT INFORMATION FOR CLIENTS WITH ACCOUNTS CUSTODIED AT PERSHING**
The Login Box to the right is for your W.P. Stewart Online Access
For clients with accounts custodied at Pershing Advisor Solutions, we have provided the following link to access the Pershing client website. The external link below will redirect you to Pershing and you will exit the W.P. Stewart site. www.netxinvestor.com
Your current Pershing NetXClient User ID will direct you to your new custodial accounts which, as you know, have recently been transferred to Pershing Advisor Solutions.
Once you reach the new Pershing Advisor Solutions website you will need to contact your W.P. Stewart representative to obtain a temporary password which you will be asked to change once you log on.
Should you have any questions or require assistance, please do not hesitate to contact Aundreia Im or Kristina Munsch at 888-695-4092. We apologize for any inconvenience.
W.P. Stewart is dedicated to providing you with the highest level of client service. Consistent with this objective, we have created our secure client website. Please login using the login box to the right to access your W.P. Stewart online access for encrypted client documents and reports.
To request access to your accounts via the client website, you will need to complete an on-line account opening form which you may obtain by contacting your W.P. Stewart client service representative or by contacting Aundreia Im or Kristina Munsch, Tel: 888-695-4092. Once your paperwork has been approved, we will assign to you a User ID and password to access the secure site.
Should you have any questions, please do not hesitate to contact us.
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