First Time User Instructions

I am pleased to provide Online Financial Statements at no extra charge. This state-of-the-art financial tool enables you to view your holdings, transactions, and performance reports at your convenience. In preparation for establishing your account, please observe the following:

  • Login using a PC or laptop (no tablets or phones for first time set up)
  • Use Google Chrome or Internet Explorer as your broswer
  • Clear any cookies from your broswer
  • Always use the URL from the most recent invitation/code that was sent. Disregard any former attempts, codes and URL's

To get started call our office and we will email you an invitation which will look like this:

Invitation Email to Investor

Dear [Investor Name], Your advisor would like to provide you with access to your consolidated financial reports. Please perform the following actions:

1. Click this link to register or use this URL:

2. Please use the following Access Code when prompted: XXXXXX (This code will expire in 24 hours)

3. Review the User Agreement and click the ACCEPT button at the bottom of the screen

4. Create your User Name and Password as well as complete your profile information

Once you register, go to Nancy's website:, then click on Your Account on the menu bar. No more waiting for the next quarter to view the performance of your holdings; you can see it whenever you want from your home, office, or smartphone!  To learn more about the Albridge website, and what it can do for you, click on the ? on the upper right-hand side of your screen.  Then click on Learning Center.  You will be given a menu of instructional tutorials on how to use the Albridge Wealth Reporting software.  Just click on the title you wish to explore.

Please remember to write down your new password and keep it in a safe place to access later.

We hope you enjoy this useful tool and take advantage of it!