Client Login
Access to your accounts
Blueleaf
Client Account Portal- Balances, holdings & activity
- Account performance
- Fee invoices for SSG accounts
- Link outside accounts
NetXInvestor
For accounts set up through Shareholders Service Group (SSG)- Balances, holdings & activity
- Account statements
- Tax documents
Altruist
For accounts set up through Altruist- Balances, holdings & activity
- Account performance
- Fee invoices for Altruist accounts
- Account statements
- Tax documents