Account Access

As you may know, on March 17th, Nevada Governor Steve Sisolak has mandated a 30-day closure to many businesses.

What this means to Thurlow Wealth Management:

For more than 28 years, TWM has helped families, individuals and businesses In Nevada (and across the country) through many difficult challenges. The current situation is no different. Access to financial services is vital for both individuals and businesses. So, we’re making accommodations that allow us to provide the financial services you need, while helping to protect the health and safety of our clients and colleagues.

Currently, and for the given 30 days mandated, we are modifying access to our office. We will continue to offer virtual appointments: phone based and web based. In person appointments will not be available.  

You will continue to have online access to your accounts at NetX Investor thru our website.                  

www.thurlowwealthmanagement.com

Online access provides all the tools to view, print and review statements. Please refer to instructions to register online.

A Five Step Process to Accessing your Accounts and Printing Statements

  1. Have your Account number available to begin. You cannot access your account without this information.  (found on your printed statement.)
  2. Go online and visit: thurlowwealthmanagement.com.
  3. On the Home Page, go to the “Client Access” at top of screen. Click the NETX button/Logo.
  4. You are now re-directed to the secure site called: NETX Investor. Here you will be able to access your accounts, print statements and stay organized.
  5. On the Right side of the page you will see a Financial Organization Number Box…Please enter Below that box is a User ID box. Add your User ID* that you created.

(*If this is your “first time” at the site, please click on the Register Now and complete the process to create a User ID. You will need the first three digits of your Account Number to complete this section. You will be asked to create a User ID & Password, as well as providing your email address for confirmation purposes. Lastly, you will receive an email to activate your account.)

  • You will be required to create your own Password and User ID. We cannot assist with YOUR creation of Passwords and User ID’s. These are cap sensitive and space sensitive.
  • Please note: If you forgot your password or need assistance re-logging in.* You will need to contact TWM, at (702) 396-1603… during normal business hours to assist. Our office will call the Cetera Home Office to help you complete your request and get you logged back in.

**If you have a retirement plan through Paychex, you will continue to have online access through the Paychex website. Please visit Paychex at: www.paychexflex.com. Or, you may call Paychex at: 877-244-1771.

We will continue to conduct business as usual, however in keeping with social distancing regulations – we will NOW schedule all phone and web-based appointments. This will streamline our practice, keep us on a schedule and help the office run in an efficient manner.  Much of our business can be handled virtually and many of you have been working with us virtually via (phone/email) for some time.

From all of us at TWM, we thank you for your continued loyalty as we continue to work together… during this difficult time.

Sincerely,

Tony Thurlow, CRPC, NSSA, CWS, AIF.

Financial Advisor at Thurlow Wealth Management

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