Welcome to Pacific Capital’s source for consolidated account information. This is a consolidated reporting platform called WealthView that allows you to view your account information. With this new tool you can monitor the account activity and performance for all of your holdings – anytime, anywhere – on a secure, easy to use website. Please contact your advisor for site registration.
NetExchange Client® is now NetX Investor. Please click here to access your account.
For client accounts held directly at Pershing, please visit the NetExchange Client® site. NetExchange Client® provides you with an essential solution for managing your investments online. By utilizing this platform, you will be able to manage your financial portfolios in an efficient and user-friendly environment. This convenient service is at your fingertips day and night, seven days a week. When you manage your investments online with NetExchange Client, you have instant access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more. Plus, you can view your brokerage account statements, tax statements, and trade confirmations online, reducing clutter in your mail box. An online Client Internet Access Application must be filled out in order to view accounts through NetExchange Client, so please contact your advisor for access.
Individuals who are Penn Mutual policy/contract owners can register for and use Penn Mutual’s Client Service Center. Unfortunately, they cannot accept registrations from entity-owned policy/contract owners such as corporations, trusts, and pensions.