As part of our commitment to client support, we have compiled a list of relevant companies utilized for many of our client's portfolios. Through the following links you can access your account information. Should you have any questions or comments in regards to your account feel free to contact us.


Albridge Account Access

Allianz of North America

Franklin Templeton

The Hartford

Jackson National

Lincoln National



NetX Client Login

Pacific Life

Protective Life Insurance

Security Benefit



Albridge Setup

Now, you can view the performance of your holdings when it's convenient for you – and wherever you have access to the Internet! Using state-of-the-art financial reporting technology, you have the power to view complete information on your holdings and transactions and create customized performance reports. It's easy-to-use, and there's no special software to install!

Most importantly, this exciting new service is available at no additional cost to you, as a part of our ongoing commitment to providing you with the best in financial services.

To begin using this tool, simply visit the secure Client View Web site via the address indicated above, which will lead you to a Registration Page. Click on the "Registration" button and enter your Social Security Number along with the following Temporary Password:


NOTE: During the registration process, you may also create your own private User I.D. and Password.

Once we receive confirmation of your registration, we'll activate your username and password, and you'll receive a confirmation e-mail indicating that you may now access your online account information.

We're excited to offer you this value-added tool, and we look forward to exploring new avenues for providing you with the highest quality of leading-edge service. If you have any further questions, please feel free to contact me.

By clicking on the links above, you will leave our website. The links are located on another server. We have not independently verified the information available through these links. The links are provided to you as a matter of interest.