Broker Check

Client Logins

Click to log into Wealthscape Investor to view your Kestra brokerage accounts held at National Financial Services (NFS).  This site allows you to access your eDelivery brokerage statements, trade confirmations, and tax documents, as well as view your brokerage account holdings in real time.

Wealthscape Login

Click to log into Albridge, our Consolidated Reporting System.  This site provides aggregated data for the accounts held with your advisor, including your brokerage accounts, mutual funds (e.g., American Funds & Invesco), and annuities.  Albridge provides performance reporting, as well as many other useful reports.

Albridge Login

If you need assistance or have questions regarding accessing client portals, please contact your advisor.