Client Login

Access to your accounts

Blueleaf

Client Account Portal
  • Balances, holdings & activity
  • Account performance
  • Fee invoices for SSG accounts
  • Link outside accounts
Login

NetXInvestor

For accounts set up through Shareholders Service Group (SSG)
  • Balances, holdings & activity
  • Account statements
  • Tax documents
Login

Altruist

For accounts set up through Altruist
  • Balances, holdings & activity
  • Account performance
  • Fee invoices for Altruist accounts
  • Account statements
  • Tax documents
Login