Broker Check

Client Center

Use the links below to login and view your Brokerage accounts online

Altruist Accounts:

     Login here

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.

Pathway Financial Services, LLC provides links to websites produced by other providers or industry related material for your convenience. Accessing websites through links directs you away from our website. Pathway Financial Services, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.