Broker Check

Your Account

>>Click here for Albridge log in

>>Click here for access to your brokerage account(s)*

* Note: The link to the client access website serves only National Financial Services brokerage accounts. Other accounts held at a fund or annuity company can be accessed online by visiting that particular company’s website. If you have questions about viewing your accounts online, please contact our office. Thank you. 

What to Bring to Your Review and Planning Meeting

Review and Planning Meeting Checklist (PDF)