Client Account Access

Client Resources

Albridge Wealth Reporting

At Craig James Financial Services, LLC, we value transparency and believe our clients should have access to view their accounts any day and any time of the week. In addition, you can also call our office anytime you need a printed statement or account summary and we will gladly provide you with the requested information.

Today, many people prefer to be paperless. If you are still being mailed statements for any of your accounts, please give our office a call and we would be happy to assist you with completing the paperless process.

If you do not have a user id or password, please call office 631-393-2888 for assistance with the initial set up.

What is Albridge?

Albridge is an online statement consolidation system.

This service provides:

  • access to view accounts 24 hours a day 7 days a week
  • advanced reporting
  • daily transaction details (reports from the previous business day’s closing)
  • view of all assets and accounts held with Craig James Financial on one site
  • ability to group accounts into one report per household (including husband, wife, children, etc)
  • transparency

Craig James Financial provides this service to their clients free of charge. Should you ever encounter any difficulties do not hesitate to give our office a call 631-393-2888.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

             

Sign up for our Newsletter!

You have successfully subscribed to the newsletter

There was an error while trying to send your request. Please try again.

Long Island Financial Advisor will use the information you provide on this form to be in touch with you and to provide updates and marketing.