Broker Check

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:

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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..

AEI Capital Corporation
  • 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.
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AIG VA accounts
  • 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.
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Allianz
  • Click on “Login/Register” on upper right corner of screen
  • Click on “Register” and follow instructions on screen
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American Funds
  • 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.
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AXA
  • Click on “Log In” on upper right corner of screen.
  • Click on the “Register” box
  • Follow the registration instructions on the screen.
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Bright Directions 529 Accounts
  • Go to http://www.brightdirections.com
  • Click “Login” at the top right of the screen and select “Account Owner” from the drop down.
  • Click the orange “Sign up for Online Access” button under “First Time User”.
  • You will need your account number, owner’s SSN, date of birth and ZIP code.
  • Follow the registration instructions on the screen.
  • If you need assistance, you may call Bright Directions at (866) 722-7283.

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IVY Funds
  • 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.
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Jackson VA
  • 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.
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Lightstone Capital Markets
  • Click on the “Individual Investor” tab at the top.
  • Click on the DST Center box.
  • Select “Register”
  • Follow the instructions on the screen.
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Lincoln
  • Register to create your username and password.
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Oppenheimer
  • Go to “Log In” at top of screen
  • Register for online access
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Pacific Life
  • Select “Create User Account” under “First-time Users”.
  • If you need assistance, call (800) 722-4448
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Pershing
  • Fill out Pershing Electronic delivery form and return to MWP
  • Follow instructions to sign on using user ID and password.
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Prudential
  • Go to www.prudential.com
  • Click on the “Register” button in the top right corner.
  • Click on “Register Now” in the annuities box.
  • You will need your contract number, last 4 digits of the owner’s SSN, date of birth and ZIP code.
  • Follow the registration instructions on the screen.  
Access Now
Putnam
  • 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
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RBC
  • 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.
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Rodin Global
  • Click on “Establish User ID” on left side of the screen.
  • Follow the registration instructions on the screen.
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Sun America
  • 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.
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TD Ameritrade
  • How to register:  You will receive an email invitation from "Schwab Alliance Activation" that will provide the following link to allow you to create a username and password.

    www.schwab.com/sa_webactivate

 

  • After clicking the link, you will be brought to a screen titled “Create your Schwab login info”. Click the green “Start” button.
  • Enter your account number, owner’s date of birth, phone number and SSN.
  • Follow the registration instructions on the screen.
  • If you need assistance, you may contact the Schwab Alliance team at
    800-515-2157.


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