Please follow the instructions below for viewing your account online. If you are unsure which clearing firm your account is held at, please contact your broker. 

Most Frequently Asked Questions:

Are You A New User?

How Do I Send You The Form Via Email?

I Cannot Find Where I Saved My Online Request Document?

How Do I Login To My Pershing Account?

Go To:

Login: Click on the Login link located at the top of the netexchange CLIENT® page.

Your Financial Organization Number Is: 7JY
Your User ID: (Enter Your Assigned User ID)
Your Password: (Enter Your Assigned Password)

Click on LOGIN

A new login process has been implemented by Pershing to make your online experience more secure. Learn More

>Are You A New User?
Pershing requires you to fill out a form for online access.  Please be sure to use a four-digit year and complete each box that pertains to you and your accounts.  If you choose to fill in the form on your computer, please save your document and check that all fields are completed prior to emailing the form.  Click here to email the form.  You may also print the form and fax it to (309) 820-7451.

>How do I send you the form via email?
If the link above does not work, open a new email and type in: operations@firstmidwestsecurities.com
Click on: Insert File/Attachment
Click on: RequestForNetxview.pdf
Click on: Attach
Add any necessary instructions in the body of the email and hit send.
Your request should be on its way!

> Can't find where you saved your document?
1. Be sure you saved the document to your desktop.
2. Click on desktop when looking for the file.

If you need further assistance, please call (866) 661-9785.

Click here to view a memo regarding Excess SIPC Coverage.