Company Brochure (pdf)
View Client Accounts
Who's Who In The Investment Process
Disclosures
Privacy Policy
Business Continuity Summary
Trade Reporting & Order Routing
Revenue Sharing (pdf)
Advisory - ADV Part II (pdf)

View Client Accounts

Welcome to our links to view client statements.  Please select the links below with which your account is located.  At this time client account viewing is only available for accounts held at the two firms listed below.

Pershing

Log into NetXClient. You will need your user ID and password to log on.

National Financial Services (NFS)

Log into MyStreetscape.  You will need your user ID and PIN to log on.

Albridge Wealth Management

Please be aware that your advisor may not have Albridge enabled.
Log into Albridge. You will need your user ID and PIN to log on.


 

 

Please note: The information shown via the above links is provided by companies with which Pacific West Securities, Inc. and Pacific West Financial Consultants, Inc. do business. As Pacific West does not hold client funds, nor prepare client statements, Pacific West is not responsible for the accuracy of the information. The information is deemed reliable, but is not guaranteed. If you have any questions about information shown, you may call your Pacific West representative or the company preparing the statement.

 

 
        Securities offered through Pacific West Securities, Inc., Member FINRA/SIPC
        Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor