Access Accounts

Wealthscape: For client brokerage accounts held directly through JW Cole. View values, tax docs, and statements.

Equitable: View account values, statements, and tax documents.

Albridge/JW Cole: Provides account aggregation services through Albridge. See live feeds of all accounts at different carriers.

Ewealthmanager: Clients can view their Assetmark and Pershing accounts here. They can also access tax documents and statements. 

Schwab: Website for clients with accounts managed by Lear Investment Management. They can see values, tax docs, and statements.

Metlife: Clients can see Metlife annuity and insurance values, statements, and tax documents.