Client Log-In
With NCPI online access, valuable account information is available to access at your convenience. Clients can review account balances, transaction history, confirms and statements, and performance reporting. Viewing and reporting can also be aggregated and customized to best suit your needs.
For more information on how to access your account online or obtain a user name and password, please contact your NCPI Financial Advisor.
Privileged Access Account [log in]
Our principal investment account, built around our clients’ unique needs.
- Fully integrated cash management and investment services delivered in one account, on one statement
- Account is available in two levels of service: Platinum and Gold
-
Cash management services offered:
- Check writing
- Visa debit card
- ACH transactions
- Enhanced monthly statements including cost basis
- Automatically import data to Quicken® software (FAQs)
- Web-bill pay (Additional fees apply)
- Reimbursed out of network ATM fees (Platinum only)
- One annual IRA fee waived (Platinum only)
- Visa rewards travel program (additional fees apply)
Fiduciary Investment Advisory Services Account [log in]
- Our professionally managed account solution using outside professional investment managers
- A separately managed account that provides individual and institutional investors with direct access to some of the world’s leading investment managers
- Clients enjoy access to institutional asset management (specialists who provide focused asset management for many of the nation’s wealthiest individuals & leading institutions) and direct ownership of the securities in the portfolio.
