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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
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
If you need assistance, or have any questions about either of these services, please contact Chad Cassaday at firstname.lastname@example.org.