Online Access & Going Paperless
Choose Your Line of Business
There are two steps to go paperless if you are a Worth Managed Money client.
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To go paperless with WorthPartners, you may open a ticket with us and we will set you up with a My Worth Center website.
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To go paperless with the custodian of your accounts, Pershing, click the link to the left. A tutorial located on the website will explain how to set up your login and set statement preferences.
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NetExchange Client is another means of accessing your account information. We are no longer enable or support NetExClient logins, as we now utilize My Worth Center for this purpose.
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If you have a direct investment account with us, you will have to contact your mutual fund company to go paperless. Below is a listing of some of the mutual fund and annuity companies whose products some clients are shareholders in, which is provided as a convenience. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsor. This list is purely for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.
Mutual funds and variable annuities are offered by prospectus. You may visit the links below to learn more about each investment company, to obtain a prospectus which details investment objectives and risks, and to browse their library of investment and educational resources. You should read the prospectus carefully before investing.
Exchange traded funds (ETFs) may have investment objectives other than matching a particular market index, may have a tendency to trade below net asset value and are subject to liquidity risk. ETFs are subject to risks similar to those of stocks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost
In order to go paperless for insurance, you will need to contact your insurance company. There is no paperless option for communications directly with WorthPartners, because once the policy is purchased we do not send regular statements.
