Broker Check

Client Access

NOTICE: This page now includes a new link for access to NetExchange Select in addition to Albridge


WHEN TO USE ALBRIDGE:

  • Includes your annuities (at Jackson National, MetLife, etc.) and other accounts (at American Funds, etc.)
  • When you want to see your Total Wealth Portfolio (ALL family members) or your own individual portfolio
  • When you want to run consolidated statements and reports



WHEN TO USE NetX:

  • Only accounts held at NPC
  • When you want access to monthly and quarterly statements for EACH account, along with trade confirmations, and tax reporting documents (1099s)