Client Center
Use the links below to login and view your Brokerage accounts online
Altruist Accounts:
Altruist is an all-in-one digital brokerage platform that helps us provide you with a great client experience. From fully online account opening to a sleek client portal and mobile app, you'll find it a breeze to view your portfolio performance, holdings and transactions. You can also quickly link your bank account online and make contributions and withdrawals. Altruist does not charge commissions on trading equities or ETF's, saving you money along your financial journey! Learn more here.
Starting in 2024, we'll be offering Altruist as an option for new and existing clients. Contact us if you'd like to consider this platform for your accounts!
Pershing Accounts:
Pathway Financial Services, LLC's financial organization number is 47Y.
Save money and trees by signing up for e-delivery of statements,
trade confirmations and other shareholder communications. For
Pershing accounts, click on the "Go Paperless" link on the home screen.
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