Choose Your Portal to Get Started
Welcome to your NFSG online access hub. Choose your preferred method to securely view and manage your financial information. For the best experience, we recommend our NFSG 360 mobile app, providing a complete overview of your investment accounts at your fingertips. If you need quick access to confirmations and tax documents, select the Documents Portal powered by Axos.


Easily monitor and manage your investment advisory accounts through our intuitive, white-labeled mobile app. Stay informed about your portfolio, performance updates, account balances, and securely share documents with your advisor—all conveniently at your fingertips.

Quickly retrieve your important brokerage account confirmations and tax statements. Provided through our clearing partner Axos (powered by FIS), this portal ensures you have direct, secure, and timely access to essential financial documents.