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Account Login

First Clearing clients: Login
Registration instructions (first time users):

You can establish a User ID by calling First Clearing Access Online at (877)488-3748. Please have all account numbers ready when you call.

Pershing clients: Login
Registration instructions (first time users):

You can establish a User ID by submitting a Net Exchange Client Application. Fill out the pdf electronically or by hand and submit a fax or hard copy to your investment officer.

If you have questions regarding either platform, please call (800) 800-3177 and ask for the Rep Solutions department.