Client Login

Client Account Logon

(Click on your account custodian)

Investigo has been retired.

Please Log onto your Shareholder Services Group account

through the Pershing link above.

PERSHING ACCOUNT (Paperless account request)

Click on the “Go Paperless” icon below to view a brief video on Pershing’s NetExchange Client features.

Pershing NetExchange Client Signup
*(denotes required field)

Retirement Success in the New Economy

Are you retired or about to retire?

Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation? Having a stable and a secure investment foundation is the key. Read More»

Free Offer!

  • Offer #1 Receive a subscription to The Gerritz Letter free of charge for a limited time. Investment guidance at its best
  • Offer #2 Also, receive a free email subscription to Gerritz InSights, our realtime market comments blog