View Your Account Online

Simplify your experience with one-click navigation, enhanced readability, and the ability to quickly access and review your portfolio information.

First time users

You will receive a Welcome Letter with your User ID and Temporary Password.  If you have not received it yet please request it by emailing us at info@carlsonwm.com

Once you’re ready to start click the link below.  You will be directed to NetXinvestor.com where you can Log-In by typing 5HQ for the Financial Organization # and then typing in your User ID.  Note:  By checking the Remember Me box you will not be asked for these two pieces of information each time you visit this page.

Now click the link below and follow the instructions to add your Password and log into the NetXinvestor platform.