Long Point Wealth Management
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Resources for You

Client Portal

Everything in one place

Personal Financial Portal

Custodian Portals and Online Statements

NetX Investor

Other Portals

Social Security

Additional Resources

  • Access Pershing Accounts (NetX Investor)
  • Create a Pershing NetExchange Client ID (currently available to individual, joint, IRA and other non-entity accounts)

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here. Privacy Policy

We are registered to offer securities in the state of Massachusetts.

Securities and Advisory Services offered through Cantella & Co., Inc. Member FINRA/SIPC