Client Resources | Thimbleberry Financial

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Client Resources

Access Your Accounts

My Financial Website

Through your My Financial Website you can:

  • Send and receive documents securely via your client Vault
  • See your whole financial picture in one place
  • View your current investment account balances


Through NetXInvestor you can:

  • Access statements and tax documents for your accounts held at Pershing, LLC.

For most accounts the Financial Org# is 5CR.