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For Current Clients | Client Access

Wealthscape Investor

For your security and protection, client assets are held separately and in custody at National Financial Services, wholly owned by Fidelity Investments.

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Albridge Wealth Reporting

The Albridge Wealth Reporting application provides convenient online access and tools that can help you combine personal assets and/or monitor your asset performance, managed by your financial advisor, anywhere and at anytime.

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View your updated financial plan, accounts, holdings and net worth statement which includes assets held at National Financial. RightCapital produces a daily net worth statement that consolidates your brokerage assets, liabilities and real estate holdings into a single, comprehensive financial plan.

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