Client Portal

A convenient area to look up your account or download forms.

 
Client Forms
Account Lookup
For New Clients
Client Forms:

Moving Money

Transfer or Wire Money to an Israeli Bank
Wire Money to U.S. Bank
Transfer or Wire Money to a European Bank
How to Wire Funds into Your Brokerage Account
How to Deposit a Check to Your Account
Requesting Checks to be Mailed from Your Account
 

Operations

Check Details – tell us the details of checks written from your account so we can track them
Change of Contact Request Form – use this form to change the mailing address and other contact information on your account(s)
Check Reorder Form
Upload documents securely here
 

Account Lookup

To look up your account on NetX click here.
To look up your account on Envestnet click here.

Have more questions?

We’re here to help you. Please call us at 02-624-2788 or toll-free from USA: 1-888-327-6179.

Schedule a phone meeting for an account review