Account Access

NetXInvestor – View brokerage account documents online (statements, confirmations, tax documents) for accounts using Pershing, LLC as the custodian.

CIRStatements – A consolidated view of all of your investment accounts.  View a variety of information such as, account holdings, balances, transactions, asset allocation, performance data, and more in one single place online.

Fidelity – View account information such as, account holdings, balances, transactions, account statements, and more for accounts using Fidelity as the custodian.

Plan Participants – Plan participants can access their account holdings, balances, statements, and more.  In addition participants can request service actions, change investment elections, and rebalance their investment choices.

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Medallion Wealth
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