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Bragg Financial Advisors Now Offers Two Ways to View Your Accounts

Pershing's NetXInvestor®

Bragg Client Portal

Pershing's NetXInvestor® offers access to monthly statements, account activity, daily balances, and tax information.

Log In to NetXInvestor® now.

NEW! Bragg Client Portal

Bragg Client Portal

The new Bragg Client Portal offers an enhanced view of your accounts. Using the Portal, you will enjoy the same layout you currently see in our quarterly reports including asset allocation, cost basis and performance information. The new Bragg Client Portal does not replace Pershing's NetXInvestor – you'll continue to have access to both sites. There is no charge to use either site.

We encourage you to try the new Bragg Client Portal. Early feedback has been very positive! Please call (704) 377‑0261 with questions.

New Bragg Client Portal Users: Click here to begin setup

Existing Bragg Client Portal Users: Log in now