Client Access

 

Online Client Access

 

Albridge: This will access all of your accounts in one spot -no matter if you have an account at Morningstar, Cambridge, American Funds, Pacific Life, Nest 529, Ascensus, Jackson National, Invesco, or Eaton Vance.

To gain access or if you experience issues, please reach out to us via phone at 402-932-4294 or amy@envisionwealthstrategy.com.  For first time users two emails will be sent for your Wealth Reporting and Insights (WRI) access. 

FAQ's

Information for Investors

 


Morningstar Wealth Client Portal: If you only have Morningstar account(s) this platform provides access to detailed account information, performance insights, tools, and more in one easy-to-use online destination. 

Client Web Portal Introduction


Cambridge Wealthscape: If you only have Cambridge account(s) this platform grants you access to your accounts with us and provides you with account balances and positions, in addition to access to statements and tax documents.

Cambridge New User Registration and Sign Up Guide 

Manage Your Account

Customize Your Wealthscape Account

Cambridge Disclosures

 


Additional companies to help you achieve your goals: 

 

 

If you would like to have a detailed discussion with Jill about your finances, please give us a call at

(402) 932-4294 or you can use our online scheduling link HERE to view her availability. Contact Us

 

 

  

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