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My Guidelight by eMoney

My Guidelight, powered by eMoney Advisor, is your custom personal web portal that provides a consolidated view of your entire financial picture:

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For Pershing Accounts

For accounts held at Pershing, NETXInvestor provides online access to your account information, statements and tax forms.

Registered users must enter Financial Org# 5CR

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For SEI Accounts

For accounts held at SEI, SEI Connect allows you to view your SEI account information, including performance, cash flow and your SEI statements and tax forms.

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Financial Planning

Log into Guidelight's Financial Planning Portal, powered by Right Capital to collaborate with your advisor on interactive retirement planning, tax efficient strategies, social security optimization, cash flow, budgeting, insurance needs, estate planning and more.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you access these links you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. 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.