Welcome to the Compass Financial Group Client Account Access page, where we provide our clients with access to the financial accounts, financial reports, and monthly statements. With 24/7 availability in a convenient and secure location, you can safely view your financial information any time you’d like.
If you need assistance with any of the below links, please reach out to us using the contact form provided and we’ll be happy to help you.
For a consolidated, comprehensive view of all your Compass-managed investment accounts in one convenient location.
NetX Investor (Pershing account access)
For our clients to access their Pershing accounts.
For our clients to access their insurance and annuity information.
Securely transferring documents is important in today’s world, and we offer several different methods for you to submit your documents to us. All of our incoming and outgoing e-mails are SMARSH secured and encrypted. However, for those who prefer an alternate method, we offer secure uploading via Google Drive or Dropbox. Just let us know which website you would like to use, and we will create a folder and e-mail the link to you.
Google Drive or Dropbox
For the secure and safe transfer of documents without using our SMARSH secured and encrypted email address. Contact us to create a folder for you to use.