Broker Check
Download your files before NetClient CS Portal Closes

Download your files before NetClient CS Portal Closes

July 29, 2025

Final Reminder: Download your files before NetClient CS Portal Closes

This is a final reminder that our NetClient CS (NetClient Access) portal will be permanently closed on December 31, 2025. After this date, all documents in the portal will be permanently deleted and cannot be recovered. 

To keep any files you need, please follow these steps before (Final Date): 

  1. Go to login page: http://secure.netlinksolution.com/nextgen/#/
  2. Login using your existing username and password 
  3. Click documents or File Exchange (depending on your portal layout) 
  4. Find the documents or folders you want to save 
  5. Click the download icon (or right-click and choose "Download") to save each file to your computer 

IMPORTANT: 

Be sure to check all folders, including prior year tax documents and any shared folders.

If you have trouble logging in or need help downloading, please contact us at 770-287-7800 and ask for Liz. We're here to help! 


Going forward, please continue using SafeSend for all document uploads and secure exchanges. 

Thank you for your prompt attention to this important step and for your continued partnership with us. 


Best regards,