We offer two different options to access all of your accounts and customize how you review information pertaining to your accounts. By registering to log on to your accounts you can:
- Access all of your accounts in one place and see up to date account information and reports.
- Customize your paperless delivery options including prospectus delivery (Royal Alliance NetX Select only).
- Print statements and other important documents including tax documentation (Royal Alliance NetX Select only).
If you have accounts held exclusively through Royal Alliance/Pershing, your accounts can be accessed through Royal Alliance eQuipt. Choose paperless delivery options, print statements and tax documentation, and see a snapshot of your account(s) and activity. To begin the registration process or to log on click here: (First time users please see instructions below)
If you have accounts held at various mutual fund and/or annuity companies as well as Royal Alliance/Pershing and would like to see consolidated reporting of all of your securities registered through Georgetown Capital Group, click here: (First time users please see instructions below)
First time users please refer to the following step by step instructions. If you have difficulty logging in or have any questions about online account access, please contact our office at (716) 633-9800 or 1 (800) 648-8091 so that we can assist you.
Royal Alliance eQuipt first time access please click on the brochure below for detailed instructions on signing up and accessing the system.
Vision2020 OneView first time access
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