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Account Access

Albridge Wealth Reporting

Albridge is a consolidated account portal for clients and advisors alike, where almost every asset can be pooled together for a more comprehensive view of one's investment portfolio. Albridge is available to all clients of Personal Financial Strategies, Inc. following a brief registration process which can be requested by any client.

Explore the features of Albridge Wealth Reporting here:

Take a Tour of Albridge

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Wealthscape Brokerage Account Monitoring

Wealthscape (formerly Streetscape) is a detailed account monitoring service for assets held within National Financial Services LLC ("NFS") brokerage accounts. Clients wanting easy online access to their NFS account information are only a few minutes away from registering with Wealthscape. Once registered, clients will have access to live-updated NFS account information, including their electronic statements and tax information.

Please be aware that Wealthscape does provide information on accounts held outside of National Financial Services LLC.

Clients can open their own Wealthscape InvestorTM accounts following the enrollment instructions below:

Wealthscape Self Enrollment

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MoneyguidePro Client Account Portal


MoneyguidePro is a top-of-the-line piece of Financial Planning software that we use to build and stress-test Retirement Planning scenarios. Now, the Client Portal feature allows us to share MoneyGuidePro with our clients to build, view, update, and test their own Personal Retirement Action Plans.

Please contact your Personal Financial Strategies, Inc. advisor for access to this feature.

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