Edge Capital Group

Client Access

Edge client access website

Edge Client Portal

The Edge Reporting Portal is a secure and convenient online portal, accessible from any of your devices, that keeps you connected to your Edge Advisory Team and information relevant to the investment portfolio that has been customized for you. We will leverage this portal to securely share up-to-date portfolio details specific to your objectives including asset allocation, holdings, transaction details, and other important analytics. We also use this portal to provide quarterly and ad-hoc reports that are meaningful to you.

Edge Planning Portal

The Edge Planning Portal lets you easily add, personalize, and track progress towards your unique financial goals. Our platform includes a number of spending and budgeting tools as well as a secure document vault with unlimited storage for all of your important files and records.

Edge planning portal

CUSTODIAN PORTALS

Pershing NetXInvestor

NetXInvestorr provides up-to-date online access to your brokerage account information. NetXInvestor enables you to:

Pershing NetXInvestor

NetXInvestorr provides up-to-date online access to your brokerage account information. NetX Investor enables you to:

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Schwab Alliance

Schwab Alliance provides up-to-date online access to your Schwab brokerage account information. Schwab Alliance enables:

Charles Schwab icon

Schwab Alliance

Schwab Alliance provides up-to-date online access to your Schwab brokerage account information. Schwab Alliance enables you to:

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