EBW Personal Dashboard: click here
To aggregate all of your accounts, set up budgets, and track your spending and financial plan:
- Please contact us to get your own personal website set up.
NetX Investor: click here
To view your Pershing statement and account information.
- The financial organization number is: 3Z1
- Please contact our office if you do not know your username or get locked out
- This website replaced NetX Client View and My eDocument Suite websites.
Albridge Login: click here
To view your account performance and run reports.
If this is your first time logging into Albridge, please follow the instructions below:
- The link above will take you to the Albridge Wealth Reporting Website
- Albridge has many sites that all have the same appearance, but the address is slightly different. To make sure you are using the correct site, it is always best to go through our website to access your account.
- From here go through the registration process
- Client temporary passwords listed below:
For Michael Egan’s clients use: MEGAN7
For Sheldon Weiner’s clients use: SWEINER
For Bryan Beatty’s clients use: BBEATTY1
For Carmen Wu's clients use: MARTINEZ4
For Howard Pressman’s clients use: HPRESSMAN1
As much as we would like to meet face-to-face, sometimes it’s just not possible. You can meet with your advisor team virtually using GoTo Meeting. A member of our staff will provide you with a Meeting ID in advance of your scheduled meeting. You can join the meeting by using the button on the left.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.