Broker Check

Paul R. Ried Financial Group, LLC Client Portal

ENTER CLIENT PORTAL

This is our consolidated online viewing portal where you can view all your PEAC Advisory accounts, as well as brokerage accounts, or accounts held directly at fund companies. This is also where you access your online document vault.

Learn how to keep your information safe with the Paul R. Ried Financial Group Client Cybersecurity Guide.

Skip to: Other Online Viewing Sources



Other Online Viewing Sources

Pershing Online Access
(PEAC Advisory Accounts)

Online access for your PEAC Advisory accounts (all account numbers starting with the 0FZ prefix) can be accessed following this link. This is online access provided directly by Pershing.


Pershing Online Access
(Brokerage & Legacy Advisory Accounts)

Your brokerage accounts or legacy advisory accounts can be accessed following this link. This is online access provided directly by Pershing.

investor.pershing.com


netxinvestor.com/nxi/login