Client Center NFS Account Statements MyStreetScape allows investors to view their Securities America, National Financial Services account information over the internet. Once in the MyStreetscape system, simply choose your account number from the drop down menu marked "Account Number" and select the menu choice you want to see (Account Information, Balances, Positions, Etc...) Or use the "Tutorial" to learn more about the system. Let us know if you need assistance getting access to this service. How to change your document delivery options (mail or email) - Once in MyStreetScape, click on the upper right hand corner tab that says "Service" then click on the only tab that shows up which is "Document Delivery Instructions." Then choose how you want your documents to be delivered for EACH account. (if you have multiple accounts, you need to update each account if you want all of your accounts to be paper or electronic) login Albridge Account Access All of my individual clients have access to this portal. This tool aggregates all of your accounts with me in one place. Let us know if you need assistance getting access to this service, as you will need a temporary password to login for the first time. For web-based training on how to use Albridge, you may take the online investor tour at: http://tour.albridge.com. If you are having trouble logging into your account or need online access, email or call us to get assistance. Login Personal Client Site This site is a top of the line planning tool which is accessible to qualifying individual clients in my practice. This is a personal client website that gives you access to view your assets (even accounts held elsewhere), budgeting tools, the client vault, net worth statement, insurances, education center, a mobile site for your phone or tablet, access to your financial plan and more. To receive full access to the site, a client must have at least $100,000 invested with me or have an ongoing financial planning retainer. If you are a qualifying client of my practice and you are interested in getting access to your site, please let us know and we will be happy to assist you. Login Free Risk Tolerance Questionnaire We use a unique Risk Assessment tool called "Riskalyze" to uncover our client's true investment risk tolerance. Uncovering your true risk tolerance is critical to your investing success. Click below to take our free 5 minute risk assessment survey to see if you are taking the appropriate amount of risk in investment portfolios. Find Your Risk Number Free Calculators Here is a link to multiple financial calculators. These calculators are useful in getting baseline answers to multiple financial topics. These topics include your retirement, estate, investments, insurance, tax, money and lifestyle. Click below to try out these calculators. Learn more Free Presentations Here is a link to my free presentations on multiple different financial topics. Click below to start learning some useful financial information. Learn more Mutual Fund Accounts The following links will give you direct access to your mutual fund accounts held directly with a mutual fund company as the custodian. Go To Links College Saving Accounts The following links will give you direct access to your college savings accounts held directly with a mutual fund company as the custodian. Go To Links Annuity Accounts The following links will give you direct access to your annuity accounts held directly with an insurance company as the custodian. Go To Links Securities America Performance Reports View performance reports for your Securities America, Managed Opportunities Accounts Login Third Party Money Managers The following links will give you direct access to your accounts managed by a Third Party Money Manager Go To Links Alternative Investments The following links will give you direct access to your accounts held directly with an Alternative Investment company Go To Links Company Sponsored College Savings Participants Client Logins for participants of a college savings 529 plan sponsored by an employer Go To Links Company Sponsored Retirement Plan Participants Client Logins for participants of a company sponsored retirement plan Go To Links Company Sponsored Retirement Plan Trustees Client Logins for trustees of a company sponsored investment plan Go To Links Life Insurance Logins Log in to your life insurance account to view your account and make changes to your policy. Go To Links Disability Insurance Logins Log in to your Disability insurance account to view your account and make changes to your policy. Go To Links Long Term Care Insurance Logins Log in to your Long Term Care insurance account to view your account and make changes to your policy. Go To Links Interested In Connecting With Us But You Don't Live In The Sacramento Area?Not a problem! With the help of Citrix GoToMeeting we can hold live meetings via the phone, computer, or tablet from anywhere in the world. My long distance clients and clients who travel a lot love the ease of working with me from all over the globe. We can also take care of other logistics like paperwork via email, mail or fax. Click here to see how easy it is to partner with us using these tools. Any of the links not working correctly? Let us know! Have a Question Name Email Phone Question Thank you! Oops! PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.