Client Portals

 

 

eMoney

eMoney allows you to view all your assets in one secure location, regardless of what they are or where they may be held. It allows for direct integration with platforms like Albridge Wealth Reporting to be able to give up-to-date information on your accounts.

If you haven’t registered yet or would like more information on the features of eMoney, please contact our office and we will be glad to help.

 

 

Albridge Wealth Reporting

Albridge Wealth Reporting allows you to easily consolidate and organize your investment accounts at Anderson Wealth Planning, Inc. and view in-depth reports of your financial holdings.

 

 

NetXInvestor

Access your investments with Pershing, LLC online. NetXInvestor is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.

 

 

Jackson National Life Insurance Company

You can access your Jackson account(s) by going to their site and loging-in or registering if you haven't already.