Broker Check

Client Access

Links to access your accounts online.

NetXinvestor  Gives you instant online access to brokerage and advisory account statements, tax statements, trade confirmations and more. You can also use NetXInvestor to manage your statement delivery preferences (like going paperless).

For instructions on how to register for NetXInvestor, click here to view the PDF file that explains the process in detail.

Albridge Wealth Reporting  Unlike NetXInvestor, Albridge is a consolidated view of all of your accounts that are managed by Blanchard Wealth Solutions including variable annuities, mutual funds, and directly-held accounts.

To register for Albridge please contact your advisor.

MoneyGuidePro  If you are currently using our fee based financial planning services, this is where you access your personalized financial planning portal.

If you need help with your login information, please contact Jason at: jason@blanchardwealthsolutions.com or (360) 787-2700.