NetXInvestor- Client Log In
For Savaglia Investments & Planning Clients - Access your Pershing / Cetera Accounts here!
Access Your Investments Online - Click here to sign into your account!
Interested in cutting down on all of the paper sent to your home? Sign up for E-Delivery by following the instructions below.......
NetXInvestor is an innovative and intuitive investor platform at your fingertips day and night, giving you access to your portfolio holdings, account activity and balances, along with order status. You can also view account and tax statements, trade confirmations and more online!
You can go directly to www.netxinvestor.com to set up your E-Delivery account. The entire process will take 15 minutes to complete. Please have your statements/account numbers handy.
On the first page you will be asked a financial org number - enter 157. Leave the rest blank and hit "Register now".
If you need help feel free to call our office at 414-768-1984.