Client Access
Account Statements & Tax Documents
Clients should create a log-in with their account custodian if they wish to see statements and/or tax documents. A direct-way mutual fund or annuity account will be held directly at that specific fund or insurance company. Most brokerage accounts are held at Pershing, which can be accessed at
https://www.netxinvestor.com/nxi/welcome
Albridge
Clients can visit Albridge to view their daily balances and performance reporting. Albridge offers clients the ability to household their accounts to one simple log-in. Albridge also offers the ability to see all accounts that are being managed by their advisor, even if those accounts are held at more than one custodian.
Log-in: https://www.mainaccount.com/gwm/
Right Capital
Clients can visit Right Capital to see their financial plan snapshot, and other reports relevant to their financial plan. Right Capital also offers clients the ability to see exactly when their advisor plans to reach out to them next, and for what purpose, which keeps communication open and efficient. And finally, the “vault” feature in Right Capital allows the client and the advisor to exchange documents with each other in a secure way.