Below are convenient links for you to access Wealthscape Investor and Albridge:

Wealthscape Investor

This website shows information for your Carlson Financial brokerage accounts. From Wealthscape Investor you can view current account balances, view transactions within the account, as well as access statements and records of the account. Wealthscape Investor provides the most up-to-date information for your accounts.

Albridge Access

This website allows you to run reports similar to those shown in your meetings with your advisor. Albridge allows you to see all of your accounts (including accounts that are not Carlson Financial brokerage accounts) within one report, run reports from different time periods, and see the returns of each position within your accounts. Albridge shows information that is generally on a 1-3 day lag.