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Access Your Account

With the Portal Best for You

As an Altus Wealth Management client, you have access to two 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

Access to your accounts 24/7/365