Broker Check

CLIENT CENTER

Access your accounts anytime and anywhere, just the way it should be. We are proud to offer an array of secure software options that grant access to your account portfolio and performance. All portals provided as a courtesy service to our valued clients.

Client Portals

To access your AdviceWorks™, NetXInvestor™, Albridge Wealth Reporting™, or AdvicePay™ client dashboard: scroll down and click on the desired program's orange button with the lock symbol.

AdviceWorks™


*MOST RECOMMENDED*

Most comprehensive platform to view brokerage, advisory, and outside accounts. Access statements, reports, transactions, and tax documents.



For help, dial client service line:

888-443-6380

Mon - Fri (8:30 AM - 6:30 PM ET)


AdviceWorks™
NetXInvestor™



Most complex platform to view Pershing brokerage and advisory accounts. Cannot view outside accounts, but can access Pershing statements and tax docs.



For help, dial Sunrise office line:

407-351-3476

Mon - Fri (9 AM - 5 PM ET)


NetXInvestor™
Albridge™



Least complex platform to view brokerage, advisory, and outside accounts. Access reports, but not statements or tax docs.




For help, dial Sunrise office line:

407-351-3476

Mon - Fri (9 AM - 5 PM ET)


Albridge™
AdvicePay™


*ACH ADVISOR FEE PLATFORM*

E-sign financial planning agreements and set up automated advice fee payments. AdvicePay is a payment platform only and has no affiliation with AdviceWorks.



For help, dial Sunrise office line:

407-351-3476

Mon - Fri (9 AM - 5 PM ET)


AdvicePay™

Disclosures, Guides, + Sample Documents

Browse the topics below to familiarize yourself with the ins and outs of our Sunrise workflows. Don't see an answer to your question? Fill out the form below or contact your advisor directly for further assistance.

Miscellaneous

General information regarding account updates and maintenance. Don't see an answer to your question? Fill out the form below or contact your advisor directly for further assistance.

  • Client Portal Features Comparison

    Since we offer a handful of client access programs, it's important you are aware of each platform's key characteristics. See below to compare platform features or download our handy PDF brochure to reference later.

    Client Portal Comparison (PDF)

  • E-Delivery vs. Paper Statements

    Electronic delivery of Pershing statements are optional and accessible at no charge. Choosing to receive a paper (statement) version will incur a monthly surcharge of $1.50 per statement, per account, as stipulated in Pershing's fee schedule. 

  • Email Addresses + E-Delivery

    Should you opt-in to monthly statement e-delivery, it is your client responsibility to provide your advisor with a current and valid email address. Contact your advisor or a staff member to obtain any necessary account update forms when providing a new email address. Outdated email addresses that bounce from the e-delivery system will automatically convert to paper statement delivery after three (3) failed attempts.

  • Account Changes + Updates

    Any account profile change, whether it be home street address or telephone number, should be provided to your advisor and/or support staff as quickly as possible. Outdated account information can lead to you missing important notifications, e-delivery failure, and/or an inability for your Sunrise team to effectively connect with you.

    An account update form may be required, depending upon where your account is held. Contact your advisor to verify what is needed to update your information.

    View the Sunrise Directory HERE.

Still need help? Let us know:

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