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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 Access

OneView   |   Instructions
NetXInvestor   |   Instructions
eQuipt   |   Instructions

Business Retirement 401k Plans

American Funds
John Hancock
Cuna Mutual

Strata Social Media


*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.