Account Access

Account Access

Please click on an icon below to login to your account:

 

Net Exchange Client® Select (raaview.com)

 

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

 

Tamarac Client Portal

 

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

Click Here to View the Tamarac Tutorial Video 

 

Quarterly Review Glossary

 

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