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Canella Financial Group – 360 Financial Center
The 360 Financial Center is your personal financial website that will allow you to take control of your financial world and help make it easy to manage
both your wealth and your well-being. The center allows you to aggregate all your financial information in one convenient location.
SEI Trust Company
The SEI AccessMyPortfolio site provides you a dashboard to view your SEI account balances, asset allocation, and summary of transaction. You can also enroll in e-delivery of your account documents.
Pershing LLC
Meet NetXInvestorTM. A platform that enables you to access your documents online through a password-protected portal. When you register for NetXInvestorTM, you can enroll in eDelivery and choose to use it for some types of communications and still receive the printed versions for others. For those you opt into, you’ll receive email notifications when new documents are available to review.
National Financial Services
Meet Wealthscape InvestorSM. A platform that enables you to access your documents online through a password-protected portal. When you register for Wealthscape InvestorSM, you can enroll in eDelivery and choose to use it for some types of communications and still receive the printed versions for others. For those you opt into, you’ll receive email notifications when new documents are available to review.