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Client Account View

Quarterly Report Library

NetXInvestor - Client Account Viewing
NOTE: Your Financial Organization Number is: 157

What is NetExchange Account View?

NetExchange Account View allows you to view your Cetera Advisor Networks LLC brokerage account 24 hours a day, 7 days a week, 365 days a year at no charge! With NetExchange Account View, you have secure access to your net equity, cash, margin, and more, in addition to the ability to check order status and obtain quotes. You can even review up to 90 days of account transaction history.

How do I sign up for NetExchange Account View?

In order for you to receive your user name and password, so you can start enjoying the benefits of viewing your account from the comfort of your home or office. First, you must be a current client with us. Then we need a signed NetExchange client view form from you. To sign up please follow the directions below.

  1. Download Account View Form - Click here to download.
  2. Print form.
  3. Fill out lines 1 through 6 and be sure to sign form.
  4. Mail form to our office Attention: Jason Miller
  5. Please allow 2-4 weeks for processing to complete.
  6. Once complete you will receive a confirmation in the mail
  7. After you received the confirmation via mail, comeback to this page and click on theNetExchange Account View link above.
  8. If you have any problems or questions please contact us via email.