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 Albridge:
Please call Advance Financial Group at 336-659-9638 and ask for Krista for login credentials.
http://wm.mainaccount.com         

For Financial Services Advisory (FSA) via Schwab:
Call Schwab Alliance 1-800-515-2157 for help with establishing login credentials. They are available 24/7 even though the recording will indicate that they are closed after hours. Remain on the line and a representative will answer. 
https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx

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

For National Financial Accounts:
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