Account Access

You may register to view your account reports at any time. This free service offers a consolidated view of all the investments opened through our office.

Complete the brief registration form and we will send you your login information. You will need  your social security number and the temporary client pass code: CG000134.

To sign up, click the registration button on the page that appears after you click on the Account Access link below.

Already registered? Click the link below to sign in.

Account Access

 

Electronic delivery of account statements

In addition to the ability to securely view accounts online, our custodians also offer secure electronic delivery of account documents.

  • Your account may be held at our third-party custodian, Pershing LLC, a subsidiary of Bank of New York Corporation. If you receive monthly statements on a light gray background with horizontal stripes from Cadaret Grant and Company with the heading Brokerage Account Statement, your account is held at Pershing, although all service is provided by Mayco Financial Services and Cadaret Grant.
  • Electronic delivery via NetXInvestor® avoids nuisance fees for paper statements and confirmations.
  • NetXInvestor® is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more. You may also sign up for SelectLink® to combine statements for accounts that share the same address, and receive easy-to-read summary page.

How to register for NetXInvestor.

Keep these instructions open while you register. You will need your CadaretGrant/Pershing account number.

  1. https://www.netxinvestor.com/web/netxinvestor/login
  2. Click on "Register Now". The button to click is near the bottom of the page.
  3. On the next page, enter 43C in the box near the bottom.
  4. Agree to Terms and Conditions and Continue.
  5. Complete your User Information; You will be prompted to create a User ID & Password.
  • If your account is held directly at a mutual fund company, please visit the fund company’s website to register for this service.If youreceive quarterly statements from a mutual fund company, your account is held at that fund company. At this time, no fund company that we know of is charging shareholders for paper statements.
  • For your convenience we have listed links to several popular companies here:  

American Funds
Columbia Management
Eaton Vance
First Eagle Funds
Franklin Templeton
Oppenheimer Funds
Putnam