Client Center

Access Your Accounts

• Albridge Wealth Reporting
  • Albridge Login instructions:  New User?  Call our office at 225-216-0430 for assistance with set-up.
  • Albridge Login Instructions (for existing users)
• NetXInvestor
  • NetXInvestor Login Instructions (for new users)
  • NetXInvestor Login Instructions (for existing users)
  • Going Paperless
  • Password Re-Set
• MoneyGuidePro & CashEdgePro Login Instructions (for existing users)
• MoneyGuidePro & CashEdgePro - New User?  Call our office at 225-216-0430 for assistance with set-up
• CashEdgePro - Linking Accounts
• Annuity Carriers
  • Variable:
    • AXA Equitable
    • Brighthouse (formerly MetLife)
    • Jackson National
    • Lincoln Financial
    • Ohio National
    • Prudential
    • Transamerica
    • Voya  Financial
  • Fixed:
    • Allianz
    • American Equity
    • Athene (formerly Aviva)
    • Great American
    • Liberty Bankers Life
    • Midland National
    • North American
    • Sentinel Life
    • Voya (formerly ING)