We have two different online systems that allow our clients to access their accounts with us. The first is the Albridge Solutions system that we’ve used for many years. This system has robust reporting capabilities and historical data. We are happy to announce that the client portal has been updated and is once again available to our clients. If you already have access please click the link at the bottom left to log in. If you do not yet have access to Albridge Solutions, please call the office and request it.
The other system is LPL Financial Account View and allows clients a more simplistic view of their current account balances. If you have access to this system, please click the link at the bottom right. If you do not yet have access to Account View but would like to use this instead of Albridge, please call our office to request access.