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Pershing Clients

Performance Reporting – find year-over-year performance reports and more. These are the same performance reports we review with you at your annual investment reviews.

 

Netx Investor LogoAccount Statements and Tax Documents – find end-of-month statements, transactions, and year-end tax documents

FTJ/TDAmeritrade Clients

FundChoice LogoAccount Statements, Tax Documents, and Performance Reporting – find end-of-month statements, transactions, year-end tax documents and year-over-year performance reports and more.