This section is reserved for clients of Dietz Wealth Management Group. You will need your Client User ID and Password to access information provided by each link.  If you do not have your Client ID and Password, or you have misplaced them, please call us or send an e-mail.
 

 Access Your Private Client Website:

 

 

View your Pershing Brokerage Accounts:

When you manage your investments online with Netexchange Client, you have instant access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more. Plus, you can view your brokerage account statements, tax statements, and trade confirmations online, reducing clutter in your mail box.
 

       

 

 

Consolidated Household Wealth Reporting:

Our Wealth Reporting service will allow you to view consolidated wealth reports for every asset Dietz Wealth Management group is authorized to manage.  It will provide individual account reporting as well as annualized returns for your entire household.  You can access your Wealth Reports anytime from anywhere in the world through their secure website.
 

 

 

 

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