Client Account Access

Client Account Access

Are you tired of receiving paper statements or trade confirmations in the mail? Would you like to view your account information online and access tax documents as soon as they become available? If so, please check with your financial professional to determine which account access system best fits your needs.


Albridge delivers a comprehensive view of many of your investment accounts through Concorde. In addition to brokerage accounts, it includes information on variable annuities, mutual funds, and directly held accounts such as 529 plans or REITs. Albridge does not include any information regarding DST or 1031 transactions. Please contact your financial professional for more information.


NetXInvestor allows you to access your Pershing brokerage accounts in one easy-to-use portal. You may view account statements, trade confirmations, and tax statements online through eDelivery, as well as get instant access to balances, portfolio holdings, account activity, tax information, and more! If you have Pershing accounts and haven’t previously enrolled, please select the “Register Now” hyperlink on the login page.


RBC Investor Connect allows you to view your RBC brokerage accounts in one easy-to-use portal. This serves as your online resource for financial news and information, as well as provides you with access to your online documents, convenient financial tools, research, and more! If you have an RBC account and have not previously registered for online access, please click the “Register Now” link on the login page.


Charles Schwab Online serves as your secure desktop login for your current Charles Schwab Accounts. The online experience allows you easy, intuitive access to your investments using a personalized accounts summary. If you’re a new user, you’ll just need your Schwab account number and social security card or government-issued ID number to complete your set up.


TD Ameritrade AdvisorClient allows you to view all your TD Ameritrade accounts, track your investments, and review your account documents, such as trade confirmations and monthly statements, all in one place. If you’re a new user and would like to view your TD Ameritrade accounts online, please click the “Set up my profile” link next to “First time here?” on the login page and follow the prompts. All you’ll need is your TD account number to get started!