Nationwide Planning Associates is a financial planning firm and a broker-dealer that is regulated by FINRA. Nationwide serves the needs of financial intermediaries, institutions and individuals. The firm focuses on helping its advisors help their clients. Nationwide Planning Associates was founded in 1992 and is owned by the management of the firm. The management comprises of experienced professionals from leading financial institutions and banks. The headquarters of the firm is located in Paramus in the state of New Jersey. The firm is also a proud member of Securities Investor Protection Corporation (SIPC).
- Website: http://www.nationwideplanning.com
- Mobile App: Not Available
- Telephone Number: 877.522.2104 or 201.476.0029
- Headquartered In: New Jersey
- Founded: 1992 (32 years ago)
- Company's Rating:
Nationwide Planning Associates is an independent broker/dealer that is committed to supporting, guiding and equipping financial advisors with the necessary resources so that they can fulfill the financial goals of their clients. Nationwide Planning advisors are well-trained to provide comprehensive planning in all aspects of life events. Nationwide offers the best products, innovative investment tools, cutting-edge technology and prompt efficient customer services. Some of the financial products offered by the firm are mutual funds, unit investment trusts, money market funds, exchange trade funds, etc. You can find all the products and services at nationwideplanning.com.
Nationwide is committed to ensuring the safety of client assets. The firm has selected Pershing LLC as its custodian for client brokerage account assets. Pershing is a subsidiary of The Bank of York Mellon.
HOW TO LOGIN
You need to log into your account to view your projected cash flow, balances, account holdings, history and much more. If you are already a member of Nationwide Planning Associates, you should follow the steps below to access representative services:
Step 1 – Click here to open the website in a new tab, click on the “Login” link and then click the “Advisor Access” button located on the upper-right corner of the screen.
Step 2 – Enter your username and password that you provided when registering for an account and then click on the “Login” button.
You should have logged into your account if the login details are entered correctly and associated with your account. Note that private clients can either log into Albridge Solutions or NetXClient to view their accounts. If you are a private client, click “Client Login” on the login page. You will be redirected to a new page whereby you will find links that will enable you to log into Albridge Solutions and NetXClient. You will be prompted to enter your user ID and password before you can continue.
HOW TO RESET/FORGOTTEN PASSWORD
Step 1 – If you are having troubles remembering your login information, you should contact a customer support representative at 877.522.2104 or 201.476.0029 to get assistance on how you can retrieve your login details.
HOW TO MAKE A PAYMENT
Step 1 – Click on the “Login” link and then click the “Advisor Access” button located on the upper-right corner of the screen. You must log into your account before you can make a payment.
NetExchange clients can take advantage of EDocumentSuite to pay bills online directly from their brokerage accounts. If you are a new user, you need to first register for an account before you can submit any payment.