Client access

Log in through your custodian.

Client assets are generally held at independent third-party custodians. Use the custodian assigned to your account to view statements, balances, tax documents, and account activity.

Custodian websites

Choose your account platform.

These links open external third-party websites. Germana Capital does not control those websites and will never ask for your custodian password by email, text, phone, or website form.

Pershing

NetXInvestor

Use this link if your account access was set up through Pershing NetXInvestor.

Open NetXInvestor
IBKR

Interactive Brokers Client Portal

Use this link if your account access was set up through Interactive Brokers.

Open IBKR Portal
Unsure?

Ask before logging in

If you are not sure which custodian applies to your account, contact the office before entering credentials.

Contact Germana Capital

Security reminder

Protect your login information.

Always confirm the web address before entering credentials. If a message asks you to urgently verify account information or share a password, slow down and contact the custodian or Germana Capital using known contact information.

01

Use official links

Access custodian websites directly through trusted bookmarks or this page, not through unexpected messages.

02

Never share passwords

Germana Capital does not need your custodian password to provide advisory services.

03

Call if something feels wrong

If a login page, email, or text message seems unusual, contact the office before taking action.