Broker Check

Client Access

There Are Three Ways To View Your MAKERS Accounts—
Wealthscape, Albridge, And MoneyGuidePro. 

Are You Looking For…

View Your Accounts & Statements

Wealthscape offers convenient one-stop access to your account information, statements, activity
confirmations, tax forms, and voting proxies.


See Your Portfolio Performance

Albridge consolidates and

analyzes your financial picture and account performance,
offering valuable insights for informed investment decisions.


Interact With Your Financial Planning

MoneyGuide guides you through an efficient planning process, setting financial goals, and exploring various scenarios with interactive tools tailored to your unique journey.

LOGIN to MoneyGuidePro

the MAKERS App Gives You Quick access To all your logins in one central place

Download our new app to conveniently access Wealthscape, Albridge, and MoneyGuide all in one place, empowering you to manage your finances, plan for the future, and review your investment performance with ease. Additionally, gain direct access to our weekly-updated blog for valuable insights, expert advice, and the latest financial news to help you stay informed and make well-informed decisions on your financial journey.

How to download the MAKERS app to your iPhone

How to download the MAKERS App to your Android

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