Broker Check

Client Account Access

CIRSTATEMENTS

Powered by Albridge Wealth Reporting, CIRStatements is our consolidated account viewing and reporting system.

This portal provides our clients with aggregated information on all their financial accounts with our firm. 


BLACKDIAMOND PORTAL

Consolidated investment account portal for clients of Patricia Kazumba and Larry Briskin.


PERSONAL WEALTH MANAGEMENT WEBSITE

Legacy Wealth Management

Our Wealth Portal helps our clients stay organized.

It provides our clients with a complete view of their financial accounts, networth, budget, cash flow,

access to their Financial and Retirement Income Plans and an online vault to store and exchange important documents.


       

BROKERAGE ACCOUNT LINKS

Access your Fidelity, NFS or Pershing brokerage account information and paperless statements

To log into WealthScape (formerly StreetScape) to view your NFS/Fidelity Custody & Clearing account(s)  and Fidelity Institutional Wealth Services account(s)
CLICK HERE

To log into NetXInvestor to view your Pershing Brokerage account(s) 
CLICK HERE