As a client of Blue Summit Wealth Management, you are entitled to view your account and run various reports, 24 hours a day, 7 days a week, by utilizing our secured Account Access portal.
- Albridge for Blue Summit Wealth Management RIA - Your site for consolidated and historical performance reporting on your accounts.
- NetX Investor - Pershing's proprietary client site. Here you can access account statements, tax documents, current account values, holdings, transactions, and more. You cannot access account performance beyond one-day here, that is found in the above link for Albridge. This portal becomes available when any of your accounts are established.
- Foliofn - Your site for account access to your Folio accounts.