What is NextInvestor and when should we use it?
If we manage any of your investments, on or around the 1st of each month, you will get an email from Pershing / NextInvestor. This email will tell you that your statement is ready to view. Please ignore this email. While you have access to NextInvestor, we'd ask that you use eMoney instead. The statements in NextInvestor are only that, a printed statement, which is a view of your account at a snapshot in time, on the day that the statement is printed. eMoney, our online financial portal, will give you the most up-to-date view of all of your accounts, in a much more easily to consume and understand format. We can send you a password reset link if you've misplaced it. Please submit a service request if you need us to do that for you.