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Access Your Account

With the Portal Best for You


As an Altus Wealth Management client, you have access to three online account portals. Chances are you may only want one, but before you decide, let’s look at your options.

Account Access 24/7/365 from anywhere. With a username and password, NetXinvestor and Albridge Wealth Reporting provide the convenience of online account access. However the scope of the accounts varies from Cetera accounts held at Pershing, to those + certain accounts held at both mutual fund and insurance companies. 

Setting you up is just a phone call away - as well as answering any questions you might have. Call (505) 977-2000 and ask for Petrita Leyba, our Client Relationship Manager.

NETXinvestor ("NETX") allows you access to Pershing account information and to view statements, trade confirmations, and tax documents online. This is also how (and the only way) to sign up for Go Paperless for Pershing statements, confirms, tax documents and prospectuses. Please note: Requires online identity verification, selecting security questions and securing of PIN information by client.

LOCKED OUT?  This can happen for several reasons, but it's easy to get back in: Call (888) 406-5444 (NetXClient HELP)

NETX Login

The Albridge Wealth Reporting  ("Albridge") portal allows you access to Pershing, mutual fund companies, and variable annuity account information and the ability to generate reports based on account values as of the previous day’s close. We ask you to choose a Username, and when we have set up your account, we'll send you a temporary password and link. It’s a snap!

Albridge Login

INTRODUCING ADVICEWORKS. 

This easy-to-use digital platform allows you to collaborate better with us. Now you can see all your finances — in one place. Set goals and measure progress. All without ever leaving your keyboard or mobile device.

See Your Bigger Financial Picture - By linking your investment and bank accounts, mortgage, real estate and other assets and liabilities, ADVICEWORKS™ offers a more holistic view of your financial situation. This makes it easier for us to help you.

Speed. Security. Pick three - ADVICEWORKS lets you securely share documents with us at your discretion. Goodbye cumbersome emails, faxes and postage. Hello transmission at digital speed.

A Digital Foundation For Your Goals - With ADVICEWORKS you can also create and edit your financial goals and priorities.

Your Safe Deposit Box in the Sky - ADVICEWORKS is a secure vault for your personal documents and information that live in the cloud. You can access it any time of the day or night - no keeping track of a key, no more trips to the bank.

If you’re not already enrolled, or have questions, please call (505) 977-2000 and ask for Petrita Leyba, our Client Relationship Manager.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Access to your accounts 24/7/365