Albridge is an aggregation website which allows you to view accounts from multiple custodians all in one place. Please take into consideration, not every single investment reports to Albridge, therefore you may need to log in elsewhere to view certain accounts.
Charles Schwab is one of the many custodians we are able to use. Clicking this button will take you to their log-in page for access to only your Schwab accounts.
Pershing is one of the largest financial institutions and custodians in the country. We utilize Perhsing for traditional brokerage accounts and to custody alternative non-correlated investments in qualified plans such as IRAs. Clicking this button will take you to their client access portal called NETX Investor
There are many different potential sites where you may view your accounts. If they are not listed please call our office and schedule a phone or in-person appointment with someone on our operations team to successfully get you logged in.
If I get locked out of my accounts from too many incorrect attempts, who can help me reset my log in?