Client Account Access

For your convenience we have provided the following special services and links so that you may monitor your accounts with Advance Financial Group.

For consolidated reporting through OneView (formally Albridge):
Please call Advance Financial Group at 336-659-9638 and ask for Krista for login credentials if you have not previously registered.
Login (v2020-sai.com)       

For National Financial Accounts (Wealthscape):
Follow the link and click register. Follow the prompts to complete setup. Call Advance Financial Group at 336-659-9638 and ask for Krista if you have any questions. 
https://investor.wealthscape.com/access/investor-index.html

For Managed Opps Accounts:
Please call Advance Financial Group at 336-659-9638 and ask for Krista for login credentials.
Login Page (envestnet.com) 

Osaic Equipt Link: eQuipt Login (osaic.com)