Wealth Management   |   Retirement Planning   |   Tax Planning   |   Fiduciary Services   |   Cleveland, Akron, Canton, Ohio

Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

Albridge Wealth Reporting
Use this link to access Albridge Wealth Reporting--a state-of-the-art financial tool where clients can access a complete view of all accounts along with performance reporting against benchmarks. First-time users must register by using your Social Security Number and the temporary password TRUEWEALTH.

Albridge Wealth Reporting Tour
This self-guided tour will highlight the many features and benefits that will help you to become more familiar with the Albridge Wealth Reporting application.

Money Guide Pro
Use this link to access your Personal Financial Plan. Please contact our office with any questions regarding your username or password.

Personal Client Vault
Your personal client vault provides secure online storage of key personal financial documents, such as your insurance policies, estate planning documents, tax returns, and copies of reports your advisor produces for you. Additionally, we can grant access to other professionals such as your CPA or attorney to work collaboratively to meet your needs. With the vault being web-based, you can securely access critical documents with a few clicks of a mouse from your home or in an emergency when you're traveling abroad. Clients generally receive their username and password withing a few weeks of opening accounts. Contact our office if you need assistance.

Shareholder Services Group
Clients can click here to be directed to Shareholder Services Group for online access to your accounts, including custodial statements and tax forms. The financial organization number is 47Y. If you need assistance logging into your account or linking multiple accounts to view your entire portfolio, contact Shareholder Services Group at 800.380.7370.

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