Broker Check

Account Access

Instructions To View Your Account Online 

  1. After your account has been opened, click on the Albridge Reporting link above.
  2. Enter your Social Security Number (required to find your account (s)).
  3. Enter the initial of your advisor’s first name and your advisor’s entire last name as the Client  Temp Password and click "Submit" (e.g. if your advisor is Adam Starr, you would enter "astarr")
  4. Read the User Agreement and click the "Accept" button.
  5. Enter your own private User Name and Password and enter your personal information. Click "next."
  6. Click "Go" to the Registration Confirmation page

An email will be sent to your advisor notifying him that you have registered. Your advisor will then log into his system and "approve" your request. You will then receive an automatically-generated e-mail authorizing you to access the system. At that point you can log on at any time with your new User Name and Password to view your account(s). 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.