HOW ARE YOUR INVESTMENTS DOING?
Access Your Wealth
It’s your money. We’re happy to help you take care of it, but what you do with it and when are your decisions. That’s why Orrstown Financial Advisors make it easy to manage all of your accounts with our simple online portals – perfect for the DIY side of you. As always, we're here On The Spot if you need us, whether you call, click, or come by.
Cetera NetXInvestor Portal
This online portal provides instant access to accounts, statements, and trade confirmations.
Features
- Eligible only for certain brokerage accounts. Contact your Financial Advisor for information regarding enrollment and online account access.
Access your NetXInvestor Account
Albridge
The Albridge Wealth Reporting portals are industry leading management systems that allows Orrstown to present our clients with an aggregate account view - across hundreds of disparate sources. These sources may include banking, brokerage, insurance, retirement, trusts, and more.
Features
- 24/7 access to aggregate wealth reporting
- Provides a comprehensive view of your assets - making it easier to understand the breadth of your wealth portfolio.
Access your Albridge Account
OFA Accunet
This online portal for Trust Accounts provides information on portfolio consumption, sources and uses of funds, values, and gain/loss amounts.
Features
- The online portal to your OFA investment account.
- Contact your Financial Advisor for information regarding enrollment and online account access.
Access your OFAaccunet Account
Continental Stock Transfer & Trust
Features
- Online Access to priority stock holding information
Please contact your Financial Advisor for guidance and access to these Portals.
Useful Links
VISIT US ON
