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Client Portals



View of your accounts managed by Pendleton Financial to see balances and holdings, as well as performance reporting.

Link and securely view outside investment and bank accounts. 

Advanced financial planning and cash flow components. 

Secure vault to store your personal files electronically.

Secure Login Here
Pershing NetXInvestor

Pershing NetXInvestor

View detailed investment account information direct from your custodian's website. 

View account statements, trade confirmations, tax documents, investment prospectuses, and other important account documents.

Secure Login Here (5EQ is your Financial Org #)