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Consolidated Statements

Below are the instructions for registering on-line to review your account holdings using the Albridge system. If you have already registered, simply click the link below.

If you have any questions or concerns, please do not hesitate to contact our office.

INSTRUCTIONS TO REGISTER ON ALBRIDGE

  1. Log onto https://www.mainaccount.com/invfin
  2. Click the registration button
  3. Follow the prompts for your social security number
  4. Input “temporary client password” INVEST8346
  5. Follow prompts for your personal user name and password
  6. Submit request and we will approve when we receive the request for access

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