Access Your Account

HOW TO ACCESS YOUR ACCOUNT

If you have already set up online account access, simply click the blue "Access Your Account" button below to connect to your account via the American Portfolios gateway.

First time accessing your account online?
Mary, Margret and Connie are available to help guide your through the online setup process Monday through Friday, 8:30am - 5:00pm.

  Access your EEFG Dashboard to use EMoney to see Consolidated Accounts: 

             

Access your EEFG account balances via Albridge to see Holdings/Performance: 

                                                             

Access Pershing directly to set up Edelivery and for monthly brokerage statements, security confirmations and Pershing tax documents:    

                 

   

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck