Broker Check


VIEW YOUR ACCOUNTS

Below are convenient links for you to access  Advisor Client, Albridge, NetX Investor, and Wealthscape InvestorSM:

Albridge Access

Albridge allows you to run consolidated statements similar to those used in our client review meetings. The advantage of Albridge is it allows you to see all of your accounts on a single report. It even allows you to access historical valuations of your account. Please note there can be a lag time of several days on the Albridge reporting system.

Click Here to Log In to Albridge

TD Ameritrade - Advisor Client

Advisor Client shows information exclusively for your TD Ameritrade accounts. From Advisor Client you can view current account balances, transactions within the account, as well as access confirmations, statements, and records of the account. Advisor Client provides the most up-to-date information for your TD Ameritrade accounts.

If you need assistance signing up for Advisor Client or accessing the site, please call the office at (585) 334-3600

Click Here to Log In to Advisor Client

NetX Investor

NetX Investor shows information exclusively for your Pershing brokerage accounts. From NetX Investor you can view current account balances, transactions within the account, as well as access confirmations, statements, and records of the account. NetX Investor provides the most up-to-date information for your accounts.  

In addition to the User ID and Password you initially set up, you will need to enter RKF as the Financial Organization Number each time you log in.

Click Here to Log In to NetX Investor

Wealthscape InvestorSM

Wealthscape InvestorSM shows information exclusively for your NFS brokerage accounts. From Wealthscape InvestorSM you can view current account balances, transactions within the account, as well as access confirmations, statements, and records of the account. Wealthscape InvestorSM provides the most up-to-date information for your accounts.

Click Here to Log In to Wealthscape Investor