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Access your brokerage accounts through our online access portal.

StoneX Client

StoneX Client is designed for investing clients to easily monitor their brokerage account online with real-time access to account balances, positions and holdings, statements, confirmations and other documents.

Pershing NetX Investor

Allows clients to check their brokerage accounts, holdings, view statements and other documents for accounts held at Pershing.

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StoneX Advisor

Comprehensive communications and trading platform exclusively for financial professionals. Offering tools and resources for account management, trading, reporting and analytics, in one integrated digital experience.

Advisor center

One-stop shop for learning materials, technology training, internal directory, application launchpad, and account forms.

Envestnet Client Portal

Manage your advisory business with tools from model portfolio trading, 3rd party portfolio library, automated billing, performance reporting, to client dashboards.

NetX 360+

Client management, onboarding, trading and reporting platform for accounts held at Pershing.

Salesforce

Full-featured CRM customized in-house for financial professionals, with integrations to your book of business and clients.

StoneX: Your trusted partner

StoneX Group Inc. (NASDAQ: SNEX), is a global Fortune 100 financial services organization that provides thousands of companies, institutions and individuals around the world with a wide array of financial services through its StoneX global network.

We have offices in more than 20 countries across six continents and we use that wide reach to gather insights and deliver solutions for our partners.

StoneX works every day with financial professionals to support clients in more than 185 countries, providing solutions that fit the needs of clients wherever they are.

Learn more about StoneX Group Inc. and our global network of services at stonex.com.

The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.

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StoneX: Your trusted partner

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