Account Access
Keep up to date with all of your client accounts.
Client Portals
American Funds
This portal is helpful for our clients who wish to check in on the status of their accounts held directly with American Funds.
Wealthscape
Wealthscape is an investor-centric client portal allowing you access to view your online brokerage accounts with National Financial Services in addition to the ability to digest market data, view positions, balances, and transaction history.
Albridge Wealth Reporting
Albridge allows our clients to view consolidated account information, easily organize investment accounts, and view an in-depth report summarizing your financial holdings.
RightCapital
RightCapital is a simple, intuitive financial planning tool allowing you to easily aggregate your retirement, college, insurance, budgeting, healthcare and tax plans all in one portal.
Orion
We utilize Orion’s advisor tools to connect our client’s financial goals with investment performance data. You can view your account here.
Schwab Alliance
Logging into Schwab Alliance gives
you access to your account information held at Charles Schwab.
If you are having trouble accessing the above platforms or do not yet have access, please contact us.
Our team is happy to help answer questions or assist you in accessing your client accounts.