New Users
VISION 2020/OneView is the primary site we recommend for checking your account balances and tracking performance. It allows you to easily consolidate and organize your investment accounts and generate in-depth reports. With secure access from anywhere in the world, you can stay informed and in control—anytime, anywhere.
First time users:
Step 1: Call us at 310-322-9100 or email Jackie@weberwealthadvisors.com to request online access. We will send you an email invitation with a temporary access code and detailed instructions.
Step 2: Look for an email titled "Invitation for Online Access" from customerservice@albridge.com
- The access code is valid for 24 hours, but if it expires, we’re happy to send you a new one.
- Be sure to use the link in that email to complete your first-time setup or reset your password.
- If you don’t see the message, please check your spam or junk folder.
Step 3: The registration process has four simple steps:
- Enter your SSN and access code
- Accept the User Agreement
- Fill out your Personal Information
- Review and Submit
When you create your Username and Password, we recommend writing them down and storing them somewhere safe.
Step 4: Once registered, bookmark our website so you can easily log in anytime. You’ll be able to view your account details securely, from anywhere in the world.
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