Access to your KMS brokerage account and market information at NetExchange Investor:
- If you already have your User ID and Password, go to www.NetXInvestor.com.
- To register for complimentary, secure access, click HERE for additional details.
Once you receive your user ID and Password, log in as follows:
- Enter 4DR as KMS' "Financial Organization Number."
- Then enter Your User ID & Password.
Access to your consolidated account information and reports through Albridge Solutions:
- If you already have your User ID and Password, go to https://www.mainaccount.com/kms/Login.html.
- To request complimentary, secure access, contact your Advisor.
Depositing Money to your KMS brokerage account:
- By check:
Please note your KMS Account Number on the check, make it payable to KMS Financial Services, Inc., and send it to KMS at 2001 Sixth Ave., Suite 2801, Seattle, WA 98121-9833.
- By wire:
For wiring instructions please call KMS Accounting / Cashiering at 206.441.2885 or 800.578.5253
Account Data for Tax Preparation
Data can be imported from NetXInvestor.com (see above) into popular financial management and tax preparation programs.