Broker Check

Client Account Access

Albridge

Albridge

Albridge is an aggregation website which allows you to view accounts from multiple custodians all in one place. Please take into consideration, not every single investment reports to Albridge, therefore you may need to log in elsewhere to view certain accounts.

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Pershing

Pershing

To access your Pershing account, please log into the client access portal called NETX Investor below.

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TD Ameritrade Institutional

TD Ameritrade Institutional

To access your TDA  Ameritrade Institutional account, please log in below.

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FAQs:

What if I get locked out of my online access?

  • If you are locked out of Albridge, please call our office, (520) 298-1900, and our administration team can help you reset your password.
  • If you are locked out of TD Ameritrade or Pershing, please contact them directly to reset your password.

Where can I see my financial plan?

Stay tuned, coming soon! 

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