Online Wealth Management
Client Tools & Resources
Quick Access to Your Accounts
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eMoney
Financial Life Portal
Your All-in-One Financial Command Center
Access Your Financial World Anytime, Anywhere
Stay connected to every aspect of your financial life with ease:
- View all accounts in one unified dashboard—updated in real-time.
- Track your financial goals, monitor spending, and manage investments effortlessly.
- Gain a clear, consolidated snapshot of your entire financial universe.
- Connect outside accounts—like 401(k)s, banking, credit cards, mortgages, equity compensation, stock options, and HSAs—for seamless financial planning and aggregation.
Unlock Powerful Insights at Your Fingertips
Dive deep into your finances with detailed reports and tools:
- Assets & Liabilities: Balance sheets and net worth tracking.
- Cash Flow: Monitor expenses and income with precision.
- Planning Tools: Assess estate, retirement, tax, and education funding needs.
- Investment Insights: Review stock options, grants, and business valuations.
Your Secure Financial Vault
Store and share important documents with confidence:
- Safely access your cloud-based vault from anywhere.
- Share files securely with family, CPAs, attorneys, or trustees.
- Keep your financial life organized and protected.
One View
Pershing X / BNY Mellon
Wealth Performance Reporting
A Unified View of Your Wealth: Your Personal Financial Dashboard
Consolidated Insight at Your Fingertips
Experience a seamless view of your financial world:
- Centralize all your accounts and asset classes in one intuitive digital hub.
- Eliminate the hassle of switching between platforms and tabs.
- Gain a comprehensive snapshot of your wealth managed by Northern Pacific Asset Management.
Access Anytime, Anywhere
Stay connected to your financial story, no matter where you are:
- Access your secure Pershing X portal 24/7 from any device.
- Monitor your assets with ease, whether at home or on the go.
- Enjoy peace of mind with a platform designed for convenience and security.
Tailored Reporting & Value-Added Service
Unlock personalized insights with added benefits:
- Custom Reports: View your financial data as a tailored narrative that reflects your unique goals.
- Complimentary Access: Leverage unlimited Wealth Reporting at no additional cost—a premium service to empower your decisions.
- Informed Decisions: Harness clear, actionable data to guide your wealth journey with confidence.
BNY Mellon | Pershing
Account Access
Online Access to Your Account Custodian: Seamless and Secure
Global Access with NetXInvestor®
Stay connected to your accounts held with BNY Mellon | Pershing:
- Monitor account balances and portfolio holdings in real time.
- Track account activities and order status updates effortlessly.
- Access essential tax documents securely, anytime.
Stay Mobile with the NetXInvestor App
Take control of your accounts on the go:
- Connect to your accounts from anywhere using the NetXInvestor app.
- Available for download on Apple iOS and Google Android devices.
- Manage your finances with ease, right from your mobile device.
Effortless Mobile Banking Solutions
Simplify your banking with powerful mobile features:
- Deposit checks directly through the NetXInvestor app’s mobile check deposit feature.
- Enjoy a streamlined banking experience designed for convenience.
- Stay in control of your finances with secure, on-the-go access.
Premier Trust
Independent Administrative
Trustee Services
Securing Your Family’s Legacy through the Nevada Advantage
Personalized Trust Services
Premier Trust offers tailored solutions for your legacy:
- A Nevada-chartered trust firm serving clients nationwide.
- Leverage Nevada’s favorable trust, corporate, and tax laws—the “Nevada Advantage.”
- Craft estate strategies that align with your unique goals, regardless of your U.S. residence.
Maximize Tax Efficiency & Longevity
Protect and grow your assets with Nevada’s legal benefits:
- Tax Efficiency: No state or fiduciary income tax, potentially reducing trust tax filings.*
- Extended Longevity: Dynasty trusts can last up to 365 years, minimizing estate taxes across generations.
- Note: Federal tax filings and beneficiary tax obligations may still apply based on individual state laws.
Robust Asset Protection & Flexibility
Safeguard your wealth with innovative structures:
- Asset Protection: Self-Settled Spendthrift Trusts shield assets from creditors after a two-year period, with no exceptions—even for divorcing spouses.
- Innovative Trusts: Directed Nevada Trusts and Decanting Statutes offer flexibility to modify trust terms.
- Entity Protection: Nevada LLCs and Partnerships provide enhanced asset security through “Charging Order Protection.”
American Endowment Foundation
Donor Advised Fund
Securing Your Philanthropic Legacy
Seamless Charitable Giving
Empower your philanthropy with ease:
- Contribute to charitable causes with immediate tax advantages.
- Recommend allocations to vetted nonprofits at your discretion.
- Create a lasting legacy that reflects your values and vision.
Tailored Investment Experience
Enjoy personalized control over your DAF:
- Access concierge-level services, unlike conventional DAFs with limited pooled investments.
- Choose from a broad range of investment options to suit your preferences.
- Benefit from a flexible approach designed for diverse donor needs.
Crafting a Lasting Legacy
Build a meaningful impact for generations:
- Shape your charitable giving to align with your unique goals.
- Ensure your philanthropy evolves with your vision over time.
- Leave a legacy that resonates through future generations.
HSA Bank
Health Savings Brokerage
Account Access
Securing Your Health & Wealth
Tax-Efficient Savings
Maximize your savings with triple tax benefits:
- Contribute with pre-tax dollars to lower your taxable income.
- Deduct post-tax contributions for additional tax savings.
- Enjoy tax-free interest and withdrawals for qualified healthcare expenses.
Unlock Growth Potential
Turn your HSA into a wealth-building tool:
- Invest your HSA funds to achieve greater long-term earnings.
- Benefit from brokerage services through HSA Bank’s partnership with Pershing, LLC.
- Align your health savings with a harmonized growth strategy.
Integrated Brokerage Services
Seamlessly enhance your financial strategy:
- Northern Pacific Asset Management offers investment brokerage services via BNY Mellon | Pershing for HSA Bank accounts opened through Northern Pacific / Osaic Wealth.
- Ensure your health savings align with your broader financial goals.
- Build a secure financial future with a comprehensive approach.
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