Broker Check

Account Access

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.
Important Information:

  • The financial organization number is: 157
  • 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.

AdviceWorks: click here



Albridge Login: click here

To view your account performance and run reports.

Please contact your advisor to request access.