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Provide Client Account Access at a Level That’s Right for You.

Royal Alliance offers three robust web-based platforms that enable you to give your clients access to their accounts. We also give you the decision-making power regarding how much and what type of access your clients should have.

Pershing

NetX360 (Client Version)

  • Enables clients to access their brokerage accounts only
  • Shows account information from previous business day’s close, or intraday
  • Includes balances, holdings, cost basis, activity, projected cash flow, order status, and account profile
  • Gives access to statements, confirms, and tax statements (including 1099s) – and allows opt-out of paper delivery of these items
  • BillSuite access enables clients to pay bills through the website, using their brokerage account funds
  • Provides market information including delayed quotes and news services
  • Includes access to financial/investing educational materials

OneView (Client Version)

  • Enables clients to access their brokerage accounts, as well as accounts held directly with product vendors
  • Provides ability to view entire household’s accounts with one login
  • Allows client to view/print reports regarding their portfolios (available reports depend upon whether the OneView version level is standard or premium)

National Financial Services (NFS)

NFS’s Streetscape® Brokerage Workstation

  • NFS’s high-performance, web-based application provides instant access to myriad brokerage features
  • Comprehensive account information
  • Dynamic market data and research tools
  • Reporting capabilities and investment planning tools

 
Company Hotline

800-821-5100

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© Royal Alliance Associates, Inc. 2014

Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA, SIPC and registered investment adviser.

Securities may lose value. Not FDIC/ NCUA insured. Not Bank or Credit Union guaranteed.

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