Broker Check

Access Your Accounts


 

This is the reporting software we utilize when we meet with you to review.  Albridge Wealth Reporting allows you to easily consolidate and organize your investment accounts through Granite Financial, providing an in-depth report summarizing your financial holdings. Access Albridge Wealth Reporting financial statements anytime from anywhere in the world via their secure server. 

For first time users, choose Request your Temporary Password.  A temporary password will be sent to you within 24-48 hours.  Then you can Login to Albridge Wealth Reporting.  You will need your temporary password and social security number; you will be prompted to update your password at that point.  

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For accounts held through Securities America (custodian: National Financial Services),  log into Wealthscape Investor by clicking below:

For first time users, choose Register Now.  You will need to provide ID verification – Enter the last 4 digits of SSN, First and Last Name, and Date of Birth and enter a valid National Financial brokerage account number.  This can be found on your monthly statement.  Your account number may begin with WWA, WW2, WWE, SGH, 0KS (zero), etc. Once this information has been provided, the system will seek the National Financial brokerage accounts that you are listed as an account holder, provide the user ID, and allow you to create a PIN.