Account Access

• Albridge Wealth Reporting

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). 

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