Broker Check

For Current Clients | Client Access

Account Statements 

For your security and protection, client assets are held separately and in custody at National Financial Services, wholly owned by Fidelity Investments.

Performance Reports 

The Albridge Wealth Reporting application provides convenient online access and tools that can help you combine personal assets and/or monitor your asset performance, managed by your financial advisor, anywhere and at anytime.

Wealth Management 

View your updated financial plan, accounts, holdings and net worth statement which includes assets held at National Financial. MoneyGuidePro produces a daily net worth statement that consolidates your brokerage assets, liabilities and real estate holdings into a single, comprehensive financial plan.