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Client Access Portal

Easily Access Your Accounts From One Webpage

Albridge

With Albridge Wealth Reporting you can view all of your account statements online and generate in-depth reports to use from any location. Albridge's industry-leading data aggregation capability is leveraged to create a single source of client data.

ACCESS

Envestnet

The Envestnet client portal helps you to stay connected to Legacy Planning in an evolving digital world. You can aggregate your personal finances to obtain a holistic view of your wealth and assess your financial health. Check out this video to learn more.

ACCESS

NetXInvestor® 

NetXInvestor® gives you instant access to account and tax statements, trade confirmations and more. Sign up for SelectLink® to combine statements for accounts that share the same address, and receive an easy-to-read summary page.

ACCESS