Account Access Albridge Solutions Access What is Albridge Solutions? Albridge Solutions is a comprehensive reporting tool for both representatives and clients, encompassing assets held across a wide range of clearing firms, custodians, mutual fund companies and variable annuity sponsors. Powered by cutting-edge consolidation software and utilizing comprehensive security, Albridge downloads daily transaction data from hundreds of sources, “scrubs” that data, and makes it accessible for review through a full menu of consolidated, flexible reports. Clients simply log into Albridge to see all of their accounts in one place. Albridge is a comprehensive tool for analyzing and reporting investment performance, capital gain and loss, portfolio transactions, and asset allocation. There is no software or special equipment required. Your data is already live on the system. To see your Albridge reports please click the link above. TD Ameritrade Access Why TD Ameritrade? TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients. Additionally, TD AMERITRADE Institutional provides a robust offering of products, programs and services. These services are all designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals. At TD AMERITRADE Institutional, we are committed to advocating on behalf of advisors and their clients on important issues like the Broker-Dealer Exemption Rule. We understand the importance of being a fiduciary and remain firmly on our advisors’ side. TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc. Account Protection TD AMERITRADE, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account are protected up to $500,000. For details, please see www.sipc.org. Up to an aggregate of $250 million of additional securities protection, of which $900,000 may be applied to cash, is provided by London insurers. This protection is limited to a combined return to any client from a Trustee, SIPC and London insurers of $150 million. This coverage provides you protection against brokerage insolvency and does not protect against loss in market value of the securities. The TD AMERITRADE Asset Protection Guarantee If you lose cash or securities from your account due to unauthorized activity, we’ll reimburse you for the cash or shares of securities you lost. We’re promising you this protection, which adds to the provisions that already govern your account, in case unauthorized activity ever occurs and we determine it was through no fault of your own. We can guarantee this if you work with us in three ways: Keep your account information secure and confidential--don’t share it, because sharing your UserID, password, PIN, or account number with other people means you authorize them to take action in your account.Frequently check your account and report any suspicious or unauthorized activity to us immediately. Take the steps we request if your account is ever compromised and cooperate with our investigation. If you help us protect you in these basic ways, we’ll promise no fine print and no footnotes...just our commitment to protect the assets you entrust to us.PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. 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, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.