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Albridge

For more than 15 years, BNY Mellon's Albridge platform has been the industry leader in aggregating client accounts from hundreds of sources to provide one easy view of assets. 


NetX360 for "5EQ", "TQ3", "JA6", "5QM", and "NPC" account prefixes

  • Does your account number begin with one of these prefixes?  Then this link is most likely for you.  If you have an account number beginning in "TE0" then you can use the BNY Mellon | Pershing link below to view all your accounts, including older prefixes like "5EQ".
  • View Pershing account statements, trade confirmations, and tax statements online through e-Delivery
  • Get instant access to balances, portfolio holdings, account activity, tax information, and more
  • View a comprehensive account summary at a glance—right from the home screen
  • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds


NetX360 for Pershing Advisor Solutions Account Holders - "TE0" Prefix

  • Does your account number begin with "TE0"?  Then this link is most likely for you.  If you also have an account number beginning in an older prefix like "5EQ", those older prefixes can be viewed via this link as well.  Dont see all your accounts?  Just give us a call and we can make sure they are all set up to show under this new system.
  • View Pershing account statements, trade confirmations, and tax statements online through e-Delivery
  • Get instant access to balances, portfolio holdings, account activity, tax information, and more
  • View a comprehensive account summary at a glance—right from the home screen
  • Access quotes and news from leading sources, plus research on thousands of stocks, options, and mutual funds


ProEquities Amp / Envestnet

Login to your advisory accounts held on the Envestnet Amp platform.


Orion Portfolio Solutions




 MoneyGuide Elite

Login to view and test variations to your financial plan.


American Funds Mutual Fund Accounts


American Funds Workplace Retirement Plans

Employee/Participant Login


American Funds Workplace Retirement Plans

Employer/Plan Sponsor Login



Jackson National Life



Lincoln Financial



Check the background of this firm/advisor on FINRA’s BrokerCheck.