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WE OFFER SECURE, PASSWORD PROTECTED LINKS TO PROVIDE REAL-TIME ACCESS TO YOUR ACCOUNTS AND FINANCIAL DOCUMENTS

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View performance reports, billing summaries and portfolios from anywhere at any time through NEFCI's online client portal.

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AdvisorClient offers a secure and simple way to access your account balances, positions, transaction history, and more.

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Utilizing industry-leading security standards for sharing confidential files allows us to protect both our data and our clients'.

EXISTING CLIENTS PLEASE NOTE: If you do not yet have access to NEFCI’s secure web portals, and would like to view your financial information online, please contact us directly to create a user profile.