Client Access Transition to Pershing
Barclays sold its Americas Wealth & Investment Management franchise to Stifel (www.stifel.com) as of December 4, 2015. Please be advised that on September 30, 2016, all remaining Barclays Wealth Americas accounts will be fully transferred to Pershing LLC.
Your Barclays Client Access privileges will be discontinued on September 30, 2016 and your user ID and password will be migrated to a new Pershing managed Web site whose sole function is to provide you with ongoing access to Statements, Trade Confirmations and Tax Documents related to your accounts.
You can access the new Web site via the following steps:
- Visit www.netxinvestor.com
- In the Login area, enter R01 as the "Financial Org #"
- Enter your user ID and press the "Continue" button
If your require assistance, please contact the Pershing Support Desk at: (201) 761-5499.