Current Clients

Account Access

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.

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