Please Note: Seamless Sign On No Longer Available
As previously communicated in our letter to clients in December 2014, this website is no longer active. A new website, https://tfa-portal.transamerica.com/client/
, has been created for you to access your Pershing account. Please complete and fax the NetXInvestor Online Access Form
to 1-800-322-7358 and allow 48 to 72 hours for access. Your account remains with Transamerica Financial Advisors, Inc. (TFA), and continues to be carried by Pershing LLC. NetXInvestor Online Access Form
Please contact your new TFA Representatives Todd Carpenter or David Warren at 1-866-476-0580 with questions or trades associated with your account.