Great News!

Based on feedback from clients, Pershing Advisor Solutions LLC has announced the introduction of NetExchange Investor^TM, an enhanced online account management solution that will replace PortfolioPoint^® on November 27, 2006.  NetExchange Investor will continue to give you access to your account information, quotes and news via the Internet-but with added enhancements, such as:

·        A new design, featuring streamlined navigation

·        Convenient access to your current and archived trade confirmations, periodic account statements, and yearly tax statements

·        A consolidated snapshot view of account activity, positions and balances, including anticipated dividend payments and income distributions, and the ability to view related accounts

·        Access to BillSuite™-our bill payment and presentment service

·        Easy-to-use administrative features, including printer-friendly pages, Microsoft^® Excel download capabilities, and enhanced instructional information on the usage of Quicken^® and Microsoft Money

Anytime, Anywhere Watch Lists Access

You can now view your watch lists from any computer - not just the computer originally used to establish the lists. Please note: Due to this new functionality, you will need to re-establish your previously created watch lists on NetExchange Investor. 

On November 27, you will be automatically redirected from www.portfoliopoint.com to www.netxinvestor.com.  You are welcome to visit the web site at anytime to access your account information using your current PortfolioPoint ID and password.  

If you have any questions, please feel free to give us a call.