FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Client Logins

Albridge Login

View your entire investment portfolio in one place. This tool will provide your current investment holdings, the funds in each holding, and the current value of your portfolio.

Please follow the steps below to register:

1. Click here to access the registration site

2. Click the Registration Button

3. Use this temporary password: MASONWM

4. Follow the steps and submit your registration

5. Once we receive notice of your completed registration, we will activate you

* Please note: Insurance Policies and some investments may not feed into this system - please see the Disclaimer Page for important information about this service.

AssetMark Login 

Account numbers begin with 35 or 36

This company requires you to request online access first. You can simply send us an email or call us at (585)697-9233 to request access.

Once you do so, an email invitation will be sent to you from Follow the instructions given to you in that email.

You will need your account number handy to successfully register for access.

Wealthscape Login

NFS Brokerage Accounts | MyWealthscape

Brokerage account numbers beginning with JW1- or  DCY-


These are the three most used client login pages.  If you need any additional logins, please contact Michael or Sara and they would be happy to assist you. 

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