Client Account Access

Client Account Access

Portsmouth offers a secure and convenient way for your clients to access their account information online. NetExchange Client provides:

  • High quality, cost effective management of their investments
  • Access to quotes, news, research and more
  • Ability to view and print brokerage statements and trade confirmations — seven days a week, anytime and from anywhere

To log in to their account, your client will need a User ID. To set this up, download the following Online Account Access application and have your client complete the application and return it to us. We’ll contact you when setup is complete.  Questions? Please call us at 415.543.8500 or send us an e-mail.

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