Adirondack Financial Services

Client Services

Client Login

https://advisor.netxinvestor.com/web/pas/login-m

If you are an existing client and do not have online access, please call your Investment Advisor at Adirondack Financial Services.  To complete the account set-up process, you will need to complete a NETEXCHANGE INVESTOR™ID REQUEST form.  Once processed, you will receive your Login ID which will allow you to complete the account access process and then access your account. To access a copy of the procedure and form, please click the link below:

 

 

American Funds Brokerage Account Access

https://www.americanfunds.com/account/index.htm

 

Columbia 529 College Savings Plans Account Access

www.ny529advisor.com

 

Personal Finance Calculators:

 

Investment Calculators:

 


Investment Advisory Services  |  Qualified Retirement Plans  |  Employee Benefits  |  Client Directed Investment Services
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