Broker Check

Account Access

Equitrust Financial Group utilizes Albridge to create quarterly performance reports that are mailed or email delivered to our clients.  Albridge is also utilized to produce position holdings reports that include all your accounts.

Securities America brokerage accounts are housed at National Financial Services which utilizes the Wealthscape platform for client access. With this website you can access current positions, confirmations, statements, transaction history, tax information and much more for your brokerage accounts.

For clients who have assets held directly at American Funds, please log in here.