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198 Main Street
Suite 100
Trussville, AL 35173

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Williamson Financial Services

(205) 661-9333

 

Your Account


PERFORMANCE REPORTING (ALL ACCOUNTS)

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.


PERSHING ACCOUNTS ONLY

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.




PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 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, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.