Client Account Access

 

For SEI accounts, statements and tax forms:

SEI Access My Portfolio

 

For Voya/Pershing accounts, statements and tax forms:

NetXInvestor login

 

For consolidated account access and performance reporting:

Albridge Wealth Reporting

If you have questions or need login or registration assistance, contact David Chwalek at 1-978-369-2255 or david.chwalek@voyafa.com