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Client Access Portal

Easily Access Your Accounts From One Webpage


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.



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.



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.