Client Albridge Access

Get 24/7 access to your accounts!  The Albridge portal allows you to view your entire portfolio^* of investments at anytime.

**If you have not yet set up your online username and password, or if you have forgotten your password, please contact our office for assistance.**

To access your account, follow this link to the account login page. From there:

1. Enter your username in the ‘Username’ field and click the ‘Submit’ button.
2. Once you reach the ‘Password’ page, enter your password and click ‘Submit.’

This will bring you to your Albridge Account Main Page. You will notice that your account value defaults to yesterday’s date (or the last day that the market was opened) when giving you the most recent portfolio value.

Although the default view give you the most basic overview of your portfolio, you can use the dropdown menus at the top of the page to change the search criteria.

• To view a different portfolio (if you have access to others), select the ‘Portfolio’ dropdown menu (not applicable in all cases).

• To view various aspects, details and history of your report, select the ‘Report’ dropdown menu.

• To view your report's value on a different date, simply type in the desired date, or, select a date from the calendar by clicking the calandar icon.

** After making any changes to search criteria, please click the 'GO' button to bring up your desired results.

For further questions or to discuss any results that you see from your report, please call our office at (814) 944-4008 or (800) 979-4008.

^*Not all investments report through Albridge.  Please call our office for updated values or questions relating to those investments.  If you are unsure if your investments report to Albridge, give us a call at our office and we will be happy to tell you which, if any, of your investments do not report to Albridge.