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Net Exchange Client® Selet (raaview.com)



 

Tamarac Client Portal

Royal Alliance's NetExchange Client (raaview.com) provides access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more.

 

Use NetExchange to retrieve:

  • Monthly Brokerage Statements
  • Trade Confirmations

 

How to Read Your Brokerage Statement


The Tamarac Client Portal is a powerful one-stop shop for your fund and account information, performance reports, and secure document lock-box.

 

Use Tamarac to retrieve:

  • Up-to-Date Performance Information
  • Quarterly Reports
  • Gains & Loss Information
  • 1099 Forms
  • Important Cassaday & Company Documents

 

Quarterly Review Glossary

 

 

   

If you need assistance, or have any questions about either of these services, please contact Chad Cassaday at chad@cassaday.com.

Copyright 2007 - 2012 Cassaday & Company | 8180 Greensboro Dr. Suite 1180 | McLean, VA 22102 | Phone (800) 672-2102 or (703) 506-8200 | Fax (703) 506-8208
States Registered To Transact Securities Business
Securites and advisory services offered through Royal Alliance Associates, Inc. Member FINRA & SIPC. Advisory services offered through Cassaday & Company, Inc. A Registered Investment Advisor.