Client Access

As a client of LongView, you have several different options for viewing your accounts online.  Please see the websites and descriptions below.  Please contact your advisor for additional information or assistance.

CIRStatements

CIRStatements is a reporting tool that provides consolidated access to accounts held with your LongView advisor.  You may access account balances & transactions and run a variety of more in-depth reports from this website.  CIR Statements does NOT provide access to monthly or quarterly statements.

NetXInvestor®

NetXinvestor® allows clients to view their positions, account history, account balances and order status as related to Pershing accounts. It also provides online access to Pershing account statements and trade confirmations and provides the ability to suppress the mailing of paper versions of those documents.  Clients are also able to set delivery preference for prospectuses, proxies, and tax documents.

NetXInvestor® strictly provides online access to Pershing account statements and trade confirmations.  It also allows clients to suppress the mailing of paper versions of those documents and also allows for delivery of prospectuses, proxies, and tax documents.

Wealthscape InvestorSM

Wealthscape InvestorSM allows clients with FCCS accounts to view their positions, account history, account balances and order status. It also provides online access to FCCS account statements and trade confirmations and provides the ability to suppress the mailing of paper versions of those documents. Clients are also able to set delivery preference for prospectuses, proxies, and tax documents.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

1100 Johnson Ferry Road NE Suite 320
Atlanta, GA 30342
P: 404-843-3100
F: 404-250-9850
info@lvwm.com 

213 West Jefferson Street
Madison, GA 30650
P: 706-438-4497 

 

3901 Glenn Road
Columbus, GA 31909
P: 706-568-0662

4704 Harlan Street, Suite 660
Denver, CO 80212
P: 303-458-5250
F: 303-458-8335