Broker Check

Client Center

NOTE: This section is reserved for clients of Eric Kaestner.


Albridge Consolidated Household Reporting: 

Our wealth reporting service will allow you to view consolidated wealth reports for every asset that your representative is authorized to manage. It will provide individual account reporting as well as annualized returns for your household. You can access your wealth reports anytime from anywhere in the world through their secure website. 

Click on logo above for online access

Pershing Brokerage Accounts:

When you manage your investments online with Netexchange Client, you have instant access to your balances, portfolio holdings, account activity, order status, cost-basis information, and more. Plus, you can view your brokerage account statements, tax statements, and trade confirmations online, reducing clutter in your mail box. 

Click on logo for above online access

Assetmark eWealth Manager:

When managing your investment accounts online with eWealthManager you will have instant access to your balances, account activity, portfolio holdings, and so much more. eWealthManager will also give you instant access to account statements as well as tax documents.

Click on logo above for online access