CFP
spacer

ACCOUNT ACCESS

wv1

*Cetera Advisor Networks: Conversion Information*

LINK: The eMoney client site URL has been changed. We recommend that you bookmark the new site for future use. You will continue to use your existing login information at the new link.
New Sign-In URL
ACCOUNT DATA: The data feeds from Cetera Advisor Networks to eMoney is in the process of being updated. If you feel that your accounts don’t look correct then please give our office an email. We’ll be happy to assist.
PLANNING MODULE: We are in the process of reestablishing the planning meter that was located at the top left of the homepage. In the meantime, give our office a call or email if you have any questions about your financial plan.

What it does

Wealthview, powered by eMoney, is your personal financial website. It allows you to keep track of your financial life from daily budgeting to long term wealth planning. Wealthview’s dashboard provides a secure, convenient place to view everything you own and owe no matter where your accounts are held. The accounts that you opt to sync with the dashboard update daily, and this helps to keep your financial plan and portfolio risk score up-to-date.

Organizer: A one-stop place to keep your professional contacts, accounts, and insurance policy information readily available.
Spending / Budgeting: Track spending habits, monitor cash flow, and create daily budgets to help stay on the right financial path.
Vault: A personal, encrypted online storage location that gives you convenient, secure access to your most valuable records.
Mobile access: You can even access your personal financial website from wherever you are and on any device you choose.

How to register

Once you become a part of the LivingStone client family, a team member will contact you to schedule a Wealthview walk-through to showcase its benefits and features. During this follow-up meeting we will help you create a unique, personal login to the site.
Security: We understand the need to keep your financial data secure. For a detailed look at the security measures around eMoney please click the link below.

eMoney Security Features Overview

emoney

 

SIGN-IN

 

spacer

 

wv1

*Cetera Advisor Networks: Conversion Information*

LINK: The Albridge client site URL has been changed. Please click the link below or sign-in to the right. We recommend that you bookmark the new site for future use. https://www3.mainaccount.com/can/
NEW LOGIN: Clients who want to access their accounts via Albridge will need to request access by emailing our office. This will generate the code that you will need to re-register for the site. Your prior username and password will not work with Albridge at Cetera Advisor Networks.
HISTORICAL DATA: Historical data for all accounts will automatically be merged post conversion. Some directly held accounts (non-Pershing) may take longer to convert.

What it does

Albridge Wealth Reporting provides a secure way for you to view your account’s performance, check the holdings, and run in-depth reports.

How to register

Please email our office to request access. Initial registrations will be processed within 24 hours of requesting access. The self-registration method on the Albridge site will not be able to generate the code that will be needed without contacting our office.

HP

 

SIGN-IN

 

spacer

 

Spencer

*Cetera Advisor Networks: Conversion Information*

NEW ACCOUNT NUMBERS: All Pershing accounts have received a new account number. All holdings, asset movement instructions, and account information have been successfully converted to Pershing accounts with Cetera Advisor Networks.
UPDATED ACCESS:
Scenario 1
If you previously accessed your brokerage accounts through www.netxinvestor.com, you can continue to do so using your current User ID and password, but you will use “157” as your “Financial Org #” instead of “3z1”.
Scenario 2
If you previously accessed your brokerage accounts online through myvoyaira.voya.com, you will access them at www.netxinvestor.com. First, you will need your new account number which will be displayed on a current statement from Cetera Advisor Networks. You can also call our office for the account number if needed. Next, follow the step-by-step guide in the NetXInvestor registration instructions below.

What it does

NetX Investor provides official statements and tax documents for accounts held through Pershing. You can also GO PAPERLESS by setting up electronic delivery for these accounts.

How to register

Click the sign-in button to login or register. Once there, select register and follow the on-screen instructions. Please have your account number nearby. Cetera’s Financial organization code is “157”.

Go paperless: Once you are registered, there will be a green ‘Go Paperless’ link in the upper right hand corner. Select this link to set your statement and correspondence delivery preferences.

NetX Investor registration instructions

Spencer

 

SIGN-IN
Other Logins

The following companies are only a partial listing of our many trusted vendors. If you don’t see your account or if you need additional help logging in please give us a call at 864.520.8000.

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.

 

Spencer

 

 

Spencer

 

 

Spencer

 

 

Spencer

 

 

Spencer

 

 

Spencer

 

 

Spencer

 

 

Spencer

 

 

SSA Benefit Estimator

 

 

voya_logo

 

spacer