REPORTING SYSTEMS FOR CLIENTS - WHAT'S AVAILABLE TO YOU

 

We at Beacon Financial Group (BFG) are always striving to provide the best client experience and make accessing your accounts easy and inexpensive.  I wanted to take a moment to explain the different reporting systems available to you as our client. We have established these programs to allow you to watch your investment portfolios and communicate securely with our team.

 There are three main systems that you will have access to utilize.  Let me educate you or reeducate you on how to access each and what they are used for.

System # 1 - Albridge Solutions

Albridge is a premier asset reporting system that shows a consolidated report of all investments managed by Beacon Financial Group.  There are many reports that can be generated such as current value of all holdings, performance numbers, and transactions.  This is the preferred and recommended system we suggest that you use to view your BFG accounts.

 When you became a client, you were sent instructions to set up a User ID and Login via the home page at www.BeaconFinancialGroup.net website. 

You access these reports by clicking on client login button (see above picture). If you haven't established this login or if you are not sure if you have access, please reach out to April or myself for help, 908-769-4333.    

You access these reports by clicking on client login button (see above picture). If you haven't established this login or if you are not sure if you have access, please reach out to April or myself for help, 908-769-4333.  

 

System #2 – NETXInvestor

This is a login that only allows a client to view Pershing brokerage accounts. WealthOne managed accounts, traditional IRAs or non-qualified brokerage accounts can be viewed but no other assets or accounts managed by BFG will show up on the system. It is recommended that any client owning a Pershing brokerage account should register for electronic statement delivery. This can be done one of two ways; online via the NETXInvestor link below or by completing an E-Delivery Enrollment form. Please contact April for assistance in filling out the enrollment form.

 NETX Investor Login

We suggest that all clients have the e-delivery to avoid Pershing's $1 fee for mailing statements.  Even after e-delivery is set up, it is our recommendation to use Albridge (system #1) as your primary viewing system.  The main reason is that NETXInvestor will only show you the Pershing accounts and Albridge will show all accounts managed by BFG including Pershing accounts. 

We suggest that all clients have the e-delivery to avoid Pershing's $1 fee for mailing statements.  Even after e-delivery is set up, it is our recommendation to use Albridge (system #1) as your primary viewing system.  The main reason is that NETXInvestor will only show you the Pershing accounts and Albridge will show all accounts managed by BFG including Pershing accounts. 

System # 3 - IronPort

With the stealing of email and secured information on the rise, we have installed a watchdog to help keep emails and the data contained within them safe.  IronPort is a security program where clients receive a secured email, from Beacon Financial Group, the subject of the email will read: “NPC Websafe Registration Notification”. When you open the email it will look like this:

The first time you receive a secure email, as shown above, you will be asked to follow the directions to create a login on the IronPort site.    

The first time you receive a secure email, as shown above, you will be asked to follow the directions to create a login on the IronPort site.

 

 

Once this login is created, you will be able to access the current and all future secure emails and attachments. If you would like to send us secure documents and information, you can log in to this same site and send us a secure email.

Once this login is created, you will be able to access the current and all future secure emails and attachments. If you would like to send us secure documents and information, you can log in to this same site and send us a secure email.

Remember, we are always working to give you the latest technology to access your accounts and keep your data secure.  Feel free to reach out to me or April to discuss any of the above programs.

 

STEVE

Stephen C Locker, CFP®

Chief Executive Officer

Beacon Financial Group

lock23@beaconfinancialgroup.net

908-769-4333