Account Access
Account Access
World Equity Group - Quarterly Consolidated Report
Please note that you will be receiving quarterly reports on all of your accounts via email. Instructions to log in to access the quarterly report are included in the email and are summarized below.
- Albridge consolidated quarterly reporting:
- How to register: You will receive an email invitation from albridge.com that will allow you to create a username and password.
- Each quarter you will receive an email from report@albridge.com with the subject: “Your Quarterly Consolidated Statement Has Been Prepared”. You will be able to access your quarterly statement by clicking on the link in the body of the email.
- If you forget your username and/or password, email us, and we will have the system send out a temporary password with the appropriate link. The temporary password expires within 24 hours and will need to be reset immediately after logging in.
Once you have registered, you may also click on the following link to access your consolidated account information:
Custodian - Direct Account Access
You may also access your accounts directly at the custodian website below to obtain 1099’S or other tax forms, statements, confirms, etc..

- Select “Investor Login” under “Login & Forms”.
- Enter the AEI Internal ID Number
- Enter the initial password (the last 4 digits of the primary tax ID number).
- Select the login button.
- You will be asked to select a security question.
- Once logged in, you can change the password.

- In the box labeled, “Get Access to Your Account”, select “Not Registered?”.
- Follow the instructions on the screen.
- If you have questions, you may contact a representative at (800) 445-7862.

- Click on “Login/Register” on upper right corner of screen
- Click on “Register” and follow instructions on screen

- Click “Log In” at the top right.
- Click “Log in for the first time” and follow the instructions.
- You will need your account number for the account you would like to view online.

- Click on “Log In” on upper right corner of screen.
- Click on the “Register” box
- Follow the registration instructions on the screen.

- Select “Login”, “Individual Access” and click “Sign up for access”.
- Enter your account number, owner’s SSN, and ZIP code.
- Follow registration instructions on the screen.
- If you need assistance, you may call Bright Directions at (866) 722-7283.

- Click on “Individual Investor Accounts” on upper right corner of screen
- Click on “Access Your Account Online”.
- Click on “First logging in? Create a User ID” and follow instructions on screen.

- Click on “Register” at the top.
- You will need your contract number, SSN and email to enroll.
- Follow registration instructions on the screen.
- If you need assistance, you may call Jackson at (800) 956-6550.

- Click on the “Individual Investor” tab at the top.
- Click on the DST Center box.
- Select “Register”
- Follow the instructions on the screen.

- Select “Create User Account” under “First-time Users”.
- If you need assistance, call (800) 722-4448

- Fill out Pershing Electronic delivery form and return to MWP
- Follow instructions to sign on using user ID and password.

- Select the “Access Your Account” button.
- Click on “Register Now” under the question “First-time user?”
- Under the “Annuities” section, select “Register Now”.
- Follow registration instructions on the screen.

- Click on the “Individual Investors” tab at the top of the screen.
- Click on “Need Password” and follow the instructions.
- You will need your account number for the account you would like to view online

- Register to create your username and password.
- You will need your 8 digit account number for each of the accounts you would like to view online (i.e., “705XXXXX”).
- If you need assistance, you may call RBC at (800) 933-9946.

- Click on “Establish User ID” on left side of the screen.
- Follow the registration instructions on the screen.

- Select “Register” next to “First time user?”.
- You will need your account number and one of the fund numbers to access your account.
- Follow registration instructions on the screen.
- You will receive an activation email as part of the activation process.
- If you have questions, you may contact a Shareholder Services Representative at (800) 858-8850 and select option 5.

- Select “Set up my profile” under the green “Log in” button.
- You will need your 9 digit account number for the account you would like to view online (i.e., “9XXXXXXXX”).
- Follow registration instructions on the screen.
- If you need assistance, you may call TD Ameritrade at (800) 431-3500 and select option 4 for technology services.

- Click on “Create an account” under the "Login" button to register.
- Follow the registration instructions on the screen.

- Click on the “Login to Your Account” button.
- Under the question “Don’t have online access to your account yet?”, select “Annuities or Select Advantage”.
- Follow the registration instructions on the screen.