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Inside the Platform

The Accounts tab enables you to view details about your accounts. As you click through the sub-tabs you can obtain information such as account balances, holdings, history, projected cash and asset allocation.


Access a high level overview of your portfolio—clearly displaying market valuation by account, an asset allocation pie chart, the five most recent trade executions and orders, and the 10 largest holdings by market value.


Retrieve details on the holdings within any of your accounts, such as intraday data by security type, and realized and unrealized gains and losses.


Review up to two years of account transaction history for your accounts. You can search by transaction type and stock symbol, and specify a time period or a specific date range to narrow your search.


Statements and Trade Confirmations
View up to 10 years of account statements, and 3 years of trade confirmations. Be sure to enroll for paperless statements and trade confirmations by clicking the “Go Paperless” link at the top of the screen.


NetExchange Client enables you to enter equity, option and mutual fund orders online, seven days a week, providing you with the flexibility of investing when it is most convenient for you. By clicking on the Trading tab, you will have the ability to place trades and view your order status. You will also be able to view the funds you have available to trade on the order ticket and the estimated transaction value on the order review page.


NetExchange Client makes it easy to keep abreast of the latest market conditions on the Markets tab—track market movers, access market headlines and more. You can stay informed using the Market Highlights page— get current information on major U.S. market indices, including Advancers and Decliners. The Winners and Losers sub-tab displays most actives, percentage winners, percentage losers, dollar winners and dollar losers by exchange. Other sub-tabs within the Markets tab include, Top News, which provides news stories by topic, such as energy, healthcare and technology, and Rateboard for easy access to current money fund rates, interest rates, stock and option indices, commodities and currency rates.


Quotes and News
Get quotes for stocks, options or mutual funds. Obtain the latest news headlines for each stock, as well as detailed information—including last bid, ask and volume numbers. You can also view charts for each security—which display intraday quotes to up-to-10 years of performance history. You will have access to Standard & Poor’s® Snapshot reports, Annual Reports and SEC Filings for the company you are researching, and you can put your research to work by creating Watchlists of securities to track quotes and performance.


Security Features
To ensure your information is completely protected, important security measures are in place. Upon log on, you will be prompted to enter your user ID and password on separate pages, as well as to set up a variety of security challenge questions designed to verify your identity should you choose to log on from an unrecognized computer. As an additional security measure, you will select an image and phrase that will display each time you log on to confirm that you are on an authentic NetExchange Client web site.


Get Connected to NetExchange Client
The ability to have online access to your investments is critical in today’s fast-paced environment. NetExchange Client makes this possible by providing the tools you need to conveniently monitor and manage your investments in a secure, user-friendly environment.


System requirements
Browser: Microsoft Internet Explorer® 7.0 or later, recommended: 8
Internet Connectivity: Internet access capabilities


  • paper order
  • efirst
  • Point of Sale Terminal
  • Classic Credit Card “Shopping”