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198 Main Street
Suite 100
Trussville, AL 35173

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Williamson Financial Services

(205) 661-9333

 

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PERFORMANCE REPORTING (ALL ACCOUNTS)

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Special Instructions (for Your First Visit Only): After clicking the Log In link above, you must press the REGISTRATION button and follow instructions. Please use D70CLIENTS as your temporary password.


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Special Instructions: To access NetxInvestor, you must complete a User ID and E-Delivery Request Form. Please contact our office to obtain this form. 205-661-9333 or 888-343 PLAN (7526). Once form has been completed, we will email you the instructions for logging in.




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