You can now access your financial statements online at www.mainaccount.com/invfin. With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting. Best of all, this great service is being made available at no additional cost to you, as a part of our ongoing commitment to providing you with the best in financial planning services.
All you need to do is power-up your computer, connect to the Internet, and point your browser to www.mainaccount.com/invfin. Once there, click on the “Registration” button and enter your Social Security number and your temporary password (please request your temporary password from your advisor).
Once you have done that, you will need to create your own private User Name and Password and submit the registration form as requested. Once we receive the form from you, we will activate you on the system. Shortly thereafter, you will receive a confirmation e-mail letting you know that you are ready to access the system. From then on, you will be able to view your account information, any time, day or night.
There is no special software to install or learn and you will be able to access your information from any computer, anywhere in the world! No more waiting for the next calendar quarter to view the performance of your holdings - you will be able to see it whenever you want, from the convenience of your home or office.
For Pershing LLC account clients who have agreed to E-delivery of statements and confirmations, the following link provides access to your Pershing account balances, activities, and documents: http://www.netxinvestor.com/
Please use these links if an account has already been established and you have received a confirmation with access details via email. You can request access by contacting your servicing representative via telephone or email:
Kelly Shoemaker, (716) 348-3425 x103, [email protected]
Steven Yeh, Anthony Scalise and Mark Beardi are Registered Representatives of Invest Financial Corporation.
Kelly Shoemaker is an Associated Person of Invest Financial Corporation.