12 Evergreen Drive,
Welcome to the Current Client Resource Page!
Find helpful links to websites to access your accounts, go paperless and stay connected with us. Use this page as a resource to find what you're looking for or just give us a call!
Tired of receiving papers in the mail? Save some trees and Go Paperless! You can chose to receive documents via email instead of waiting on the mail.
Some companies even charge you or your advisor to send out mail for your accounts. Ask your advisor how to go paperless!
Can't make it into the office? Skip the mail and sign forms anywhere!
We'll send you the forms that need signatures right to your email and they automatically come back to the office, after you sign.
Follow our social media accounts for relevant Market Information, useful links and articles, upcoming events and more!
You can use these links to access your accounts or help you find any information you need. If you have any trouble logging into these sites please call our office.
To access your American Funds accounts, please click the button below to view Capitalgroup.com.
To access your Invesco accounts, please click the button below to view Invesco.com.
To access your John Hancock accounts, please click the button below to view Johnhancock.com.
To access your JP Morgan accounts, please click the button below to view NY529advisor.com.
For an overview of your portfolio and all of your accounts, please log into Albridge. If you don't have a log in contact your Rep and we will send you the information.
To access your Pershing accounts, please click the button below to register on NetXInvestor.com.
To access your Orion accounts, please click the button below to go to www.PortfolioLogin.com
Orion sends out Quarterly Statements.
Schwab is the custodian of Orion. If you have an Orion account, you will receive Monthly Statements from Schwab.
To access your edelivery preferences for your Monthly Statements, click the button below to go to SchwabAlliance.com
To access your Jackson Life Insurance annuity accounts, Please click the button below to view Jackson.com.
To access your T. Rowe Price accounts, please click the button below to view Troweprice.com.
To access your Franklin Templeton accounts, please click the button below to be redirected to Franklintempleton.com.
Monitor Your Accounts: Under U.S. law, a consumer is entitled to one free credit report annually from each of the three major credit reporting bureaus, Equifax, Experian, & TransUnion. To order a free credit report, go to www.annualcreditreport.com or call toll-free, 1-877-322-8228.
Protecting Your Identity: You have the right to add a free fraud alert to your credit file. It's your shield for 1 year, and businesses must verify your identity before extending credit. If you're an identity theft victim, you're entitled to get an extended fraud alert, which lasts 7 years.
Secure Your Credit: Instead of a fraud alert, you can opt for a 'credit freeze.' which blocks credit bureaus from sharing your report without your permission. While it safeguards against unauthorized credit, loans, and services, it may also slow down or prevent future credit approvals, so it is important to lift the 'credit freeze' before financing any large purchase. Remember, you can't be charged for placing or lifting a credit freeze under federal law.
To request a 'credit freeze' individuals may need to provide some or all of the following information:
1. Full Name
2. Social Security Number
3. Date of Birth
4. Addresses for the prior two or 5 years
5. Proof of current address, such as a current utility bill or telephone bill.
6. A legible photocopy of a government-issued identification card (state driver's license or ID card, etc.); and
7. A copy of the police report, investigative report, or complaint to a law enforcement agency concerning identity theft if they are a victim of identity theft.
Equifax Fraud Alert, P.O. Box 105069
Atlanta, GA 30348-5069
Equifax Credit Freeze, P.O. Box 105788
Atlanta, GA 30348-5788
Experian Fraud Alert, P.O. Box 9554,
Allen, TX 75013
Experian Credit Freeze, P.O. Box 9554,
TransUnion Fraud Alert, P.O. Box 2000,
Chester, PA 19016
TransUnion Credit Freeze, P.O. Box 160,
Woodlyn, PA 19094
Have a question about your accounts?
Get in touch with your advisor. We're here for you!
Call or e-mail us and tell us what you'd like to see on the Client Resources Page. Feedback is always appreciated, so we can help you get the most out of your financial experience!
firstname.lastname@example.org MIDDLETOWN: (845)-343-2244 GOSHEN: (845)-615-9500 PEARL RIVER: (845)-343-2244 PINE BUSH (845)-744-3074