Wealth Management/eMoney (click here)
Client Site: As a Sage client, you will have 24/7 access to all your financial information through one secure, interactive portal. Stay connected from wherever you are.
Interactive Planning Tools: Be an active participant in your financial planning process. We use eMoney to conduct our analysis and evaluation of your financial plan. Staying connected with us helps ensure that we are using your most up-to-date information. The more involved you are in planning your future, the better prepared you will be to take charge of your financial life.
Vault: The secure portal gives you peace of mind knowing your essential documents and records are being backed-up and securely stored. If your physical documents are stolen, misplaced, or compromised, you can relax knowing we have a secure portal to store your priceless information.
Security: You can rest easy knowing your data is protected. eMoney is non-transactional and password protected. eMoney uses 2x the standard encryption used by most financial institutions.
NetXInvestor® (click here)
Access your investments online. NetXInvestor® is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.
This platform, administered through Pershing, will allow you online access and viewing of real-time balances for all of your Pershing brokerage accounts. Establishing a User ID allows you the option to receive certain documents electronically in lieu of postal mail, which results in significant reductions in trade confirmation costs.
We provide you with forms to set up your NetXInvestor® credentials. If you have any questions please contact Michael Helke at (206) 516-7994 or firstname.lastname@example.org.