Account Access

Albridge

• Albridge allows access to reports for accounts from all of the supported custodians (i.e. National Financial Services, Franklin Templeton, American Funds, Jackson, John Hancock etc).

Wealthscape

• Wealthscape is the online access to the accounts held at National Financial Services, the custodian for brokerage and discretionary advisory accounts.

Envestnet

• Envestnet is the online access to the discretionary advisory accounts held at National Financial Services.

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