eMoney provides you with a personalized website that allows you to link your bank, investment, and insurance accounts to help gain a comprehensive view of your current finances. It also has an online Vault for the safe storage of your important financial documents including tax returns, legal documents and more.
We are happy to announce that we have made some improvements to our online Albridge Reporting System that will enhance your experience in accessing your most recent Legacy Wealth Consolidated Statement. These enhancements include, but are not limited to, the following:
1. The ability to run different reports on your portfolio’s individual holdings, asset allocation, transactions within your accounts, gain/loss information and your overall performance over a customizable time frame.
2. The ability to view and edit your personal information in the case of a change of address, telephone number or e-mail address to ensure accurate and timely delivery of your reports.
3. The ability to change your personal password to a more memorable code that allows you to log in to view your reports.
You will notice three primary areas you are able to customize, labeled Portfolio, Report and Date. Please be sure to choose the second option under Portfolio, as we have consolidated the accounts unique to your family, if applicable. When viewing individual reports, you can now choose from several new options, including the familiar Consolidated Portfolio Summary, which provides a snapshot of your portfolio’s performance, individual holdings and asset allocation as well as updated market and economic commentary.
Once you log in using the new link, you’ll be asked to enter your username and password. As always, please contact our office in the case of lost or forgotten information. If you have yet to register for the Albridge Reporting System, please do so by clicking Registration. The Client Temporary Password is legacy.
Please take some time to access the new reporting system and if you have any questions or comments, or need assistance in registering for the first time, of course feel free to call. We hope that the Albridge system has been a valuable tool for you thus far, and we believe these enhancements will provide an even higher level of service moving forward.
If you are registering for the first time, please note the temporary password is ‘legacy.’
** Please note: The Albridge link is located on another server and you will be leaving the Legacy Wealth website to proceed to the selected site. You will be viewing material and information provided herein that we believe to be reliable, however, Legacy Wealth makes no representation as to its accuracy or completeness and it should not be relied upon as such.
The Pershing (NetXInvestor) link is located on another server and you will be leaving the Legacy Wealth website to proceed to the selected site. You will be viewing material and information provided herein that we believe to be reliable, however, Legacy Wealth makes no representation as to its accuracy or completeness and it should not be relied upon as such.