Client account access and support.

To download the app follows these steps:

1. On your mobile device, go to the Apple App Store or Google Play Store and search for NetXInvestor
2. Complete the download process as usual for your device
3. When you open the app, you will be prompted to log in

To login to the app enter your Financial Organization #PTQ, username, and password.

Bottom Line: If you have any questions, please reach out to Kat Sheffer at (317) 814-7802 or kat.sheffer@cookefg.com.

Login to your online access at https://www.netxinvestor.com/nxi/welcome or via your NetXInvestor app (Reminder – Financial Organization #PTQ).

When you are at the login page select the "Login" button and enter your credentials.

Bottom Line: If you have any questions, please reach out to Kat Sheffer at (317) 814-7802 or kat.sheffer@cookefg.com.

If you don't know you current password you can follow these instructions to reset your password:

1. On NetXInvestor login page at https://www.netxinvestor.com/nxi/welcome select Forgot Password?
2. Enter the Financial Organization (#PTQ), User ID, and the email address associate with your account
3. Select the Contact Method for the one-time passcode > select Send Code > once received, enter one-time passcode > select Continue
4. Enter the new password in the New Password and Confirm New Password fields using the password rules provided

A confirmation message will display when you've successfully changed your password. Selecting Ok will automatically login you into NetXInvestor.

Bottom Line: If you have any questions, please reach out to Kat Sheffer at (317) 814-7802 or kat.sheffer@cookefg.com.

Login to your online access at https://www.netxinvestor.com/nxi/welcome or via your NetXInvestor app (Reminder – Financial Organization #PTQ).

Then follow these steps:

1. Select Communications
2. Select Settings
3. Under 'Security Settings' select Edit next to Password
4. Enter current password and select Continue
5. Enter your new password in the New Password and Confirm New Password fields using the password rules provided
   

A confirmation message will display when you've successfully changed your password.

Bottom Line: If you have any questions, please reach out to Kat Sheffer at (317) 814-7802 or kat.sheffer@cookefg.com.

Login to your online access at https://www.netxinvestor.com/nxi/welcome or via your NetXInvestor app (Reminder – Financial Organization #PTQ).

Then follow these steps:

1. Select Communications
2. Select Statements and Reports
3. Select the most recent Select-Link Statements under 'Type' to access a consolidated account statement with all of your accounts in one PDF file

Bottom Line: If you have any questions, please reach out to Kat Sheffer at (317) 814-7802 or kat.sheffer@cookefg.com.

Login to your online access at https://www.netxinvestor.com/nxi/welcome or via your NetXInvestor app (Reminder – Financial Organization #PTQ).

Then follow these steps:

1. Select Communications
2. Select All Communications
3. Select Tax Documents

Bottom Line: If you have any questions, please reach out to Kat Sheffer at (317) 814-7802 or kat.sheffer@cookefg.com.

Money is a client portal specializing in data/external account aggregation, secure document storage and financial planning. If you are interested in setting up an account, please reach out to your financial advisor.

Bottom Line: If you have any questions, please reach out to Claire Cooke at (317) 814-7809 or claire.cooke@cookefg.com.

To log in to your eMoney account, visit the eMoney Advisor website and click on the "Login" button located in the top right corner. Then, enter your username and password in the respective fields and click "Log In."

Bottom Line: If you have any questions, please reach out to Claire Cooke at (317) 814-7809 or claire.cooke@cookefg.com.

If you forgot your password, you can reset it by clicking on the "Forgot Password?" link on the login page. Follow the instructions to reset your password. You may need to provide your username or email address associated with your account.

Bottom Line: If you have any questions, please reach out to Claire Cooke at (317) 814-7809 or claire.cooke@cookefg.com.

To change your password, log in to your eMoney account and navigate to the account settings or profile section. Look for the option to change your password, then follow the prompts to enter your current password and create a new one.

Bottom Line: If you have any questions, please reach out to Claire Cooke at (317) 814-7809 or claire.cooke@cookefg.com.

Yes, eMoney Advisor takes security seriously and employs industry-standard security measures to protect your account information. This includes encryption, multi-factor authentication, and regular security updates. Additionally, eMoney's platform complies with data protection regulations to ensure the privacy and security of your financial information.

Bottom Line: If you have any questions, please reach out to Claire Cooke at (317) 814-7809 or claire.cooke@cookefg.com.

If you forget your Mimecast password, you can reset it by visiting the Mimecast login page and clicking on the "Forgot Password?" link. You will be prompted to enter your email address, and Mimecast will send you instructions on how to reset your password.

Bottom Line: If you have any questions, please reach out to Kat Sheffer at (317) 814-7802 or kat.sheffer@cookefg.com.