NetExchange Client®
Stanford Group Company's streamlined account access allows clients to view their account information online.
NetExchange Client ("NetExchange") is a secure Web portal that allows you to easily access your Stanford Group Company account. This user-friendly Web site also allows you to:
- Track the asset allocation and account balances of your portfolio
- View account activity and export to Microsoft® Excel
- Download account information to Quicken® or Microsoft® Money
- View and save statements, confirms and tax documents
- Pay bills online with Pershing BillSuite™
- Obtain comprehensive market data, commentaries, charts and analysis
If you would like to sign up for NetExchange, you must request a unique user ID and password from Stanford Group Company. Please see the NetExchange Setup instructions page or contact your Stanford Group Company financial advisor to make your request.