Client Portal *Disclaimer: We are in the process of phasing out NetXInvestor and replacing it with eQuipt. Please follow the eQuipt instructions below to enroll.Individual Account AccessOneView | InstructionsNetXInvestor | InstructionseQuipt | InstructionsBusiness Retirement 401k PlansAmerican FundsJohn HancockPaychexCuna MutualTransAmericaStrata Social MediaFacebookLinkedIn*Clients should call the respective 401k companies with any issues. For American Funds plans—please pay attention to RecordKeeper Direct, PlanPremier TPA, and PlanPremier Bundled for the correct platform your plan is on.