Secure Client Account Access
Being able to view your accounts in real time is important in today’s world. That’s why we offer our client’s two great options to stay on top of their finances.
Personalized Client Portal Login
Our Emoney Secure client portal is a one stop place to view all of your accounts together, whether they are with our firm or not. This a great tool to help you stay organized and on top of your financial world. Additionally, there are a myriad of other features including cash flow management, secure online vault for digital storage and educational videos and articles available at your fingertips.
As a client of Mission Point Planning, you are automatically eligible for this service. If you have not signed up already, please email your adviser for a username and temporary password.
Brokerage Accounts Access through NetXinvestor.
Gain access to real time data, statements, tax documents and sign up for E-deliver of your statements for your Mission Point Brokerage Accounts by clicking on the link below.