Albridge

To access your consolidated account summary:

• https://www2.mainaccount.com/kovack/

Wealthscape Investor

To access your National Financial Services account statements, tax documents and transaction confirmations:

• https://investor.wealthscape.com/access/investor-index.html?login

How to register your National Financial Services account for online access:

• Wealthscape Investor Login Registration Instructions

Charles Schwab

To access your Charles Schwab account statements, tax documents and transaction confirmations:

• https://www.schwaballiance.com

How to register your Charles Schwab account for online access:

**For previous TD Ameritrade Clients, you will need one of your TD account numbers OR one of your new Schwab account numbers

If you don't have account number, please contact our office

• Schwab Login Instructions

Orion Portfolio Solutions (OPS)

To access your OPS - TD Ameritrade account statements, tax documents and transaction confirmations:

• www.portfoliologin.com

How to register your OPS - TD Ameritrade account for online access:

• Orion Portfolio Solutions Client Login Instructions

Nationwide

To access your Nationwide account statements, tax documents and transaction confirmations:

• https://www.nationwide.com/

How to register your Nationwide account for online access:

• Nationwide Client Login Instructions