Account View

Login to access award winning planning software that securely and automatically updates data directly from your bank, mortgage company, investments, credit cards, 401k, etc. This powerful interactive planning technology conveniently and confidently paints a clear picture of your current and projected net worth and financial plan.

One-place to login and access:

• Albridge Reports on holdings, transactions, and performance
• NetXinvestor for account maintenance
• Authorize and store e-Signed documents.