With the wealth reporting application, you can see account values, holdings and performance 24/7 on most devices. You can create custom groups or portfolios. You can also import data relating to accounts held at other fnancial institutions to obtain a more holistic view of your holdings. Lastly, our new interactive dashboard provides you with a complete 360-degree overview of your investments along with drilldown capabilities for greater detail.
Summary of Benefts After accepting the user agreement, you will need to create
› 24/7 access to key account information
your profile including a user name and password for future log-ins. Your email address is important as it can be used by
› Access information via any device your advisor to send you automated reports.
› Ability to see accounts at other institutions
› Play a more active role in your investments
How to register
You will be provided with a URL and a temporary password by your advisor to register. When you log on for the first time you will be greeted by the screen below.
Please note certain features may not apply. This guide represents all available features.
Once you have successfully registered and logged in, the top right of page contains the message center, help content and profile update information.
The menu bar across the top of the page provides access to three main sections.
The REPORTS section allows you to run reports for Holdings and Transactions, Asset Allocation, Performance, Fixed Income, Cost Basis, Risk and more.
Drop-down menus allow you to 1 select the portfolio on which to run reports, 2 determine which reports you want to run, and 3 select the timeframe for the report. Reports can then be run in HTML, 4 exported to a CSV file or 5 run in a printer friendly format.
The ACCOUNTS section allows you to review every individual account and portfolio associated with your social security
number. The drop-down to the right of each portfolio allows you to view Holdings by Investor, Transactions, Portfolio
Dashboard, or Run a Report. Under the Quick Links section 2 , you can run reports and create a new portfolio or add a manual account you might not see listed. Creating a portfolio is useful if you want to run reports on specially created account groupings, such as your retirement account or investments for your children or grandchildren.
When looking at Holdings by Investor, the expand/collapse icon next to the account 3 , will let you view additional attributes about the account.
11/1/15 - 10/31/16
Our most popular and intuitive feature, the portfolio dashboard allows you to click-through high-level information such as holdings and performance information to obtain more in-depth details. The charts are interactive and you can customize the portfolio or time period in view.
Lastly, the EXTERNAL LINKS provide you with quick links to external fnancial applications to which you may have access through the platform. These may include top planning and analytical applications including applications to help you view your investments managed elsewhere.
Albridge Solutions, Inc. is a leading provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more. Albridge provides the foundation for fnancial organizations to leverage a single source of information to power a number of mission-critical technology applications.
Pershing and its affliates provide global fnancial business solutions to advisors, asset managers, broker-dealers, family offces, fund managers and registered investment advisory frms. A fnancial services market leader located in 23 offces worldwide, we are uniquely positioned to provide advisors and frms global insights into industry trends, regulatory changes and best practices, as well as shifts in investor sentiment and expectations. Pershing provides solutions—including innovative programs and business consulting—that help create a competitive advantage for our clients.
©2017 Albridge Solutions, Inc. Albridge Solutions, Inc. is an affliate of Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public.
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