If you have a managed account with CB3 Financial Group, you will be able to view your Albridge Wealth Reporting Statement from our site.
Albridge reports are comprehensive, historical performance and holdings information. Albridge sums all of your accounts held with CB3 Financial Group, Inc. in one place so you can track your investments versus a common benchmark (S&P 500) and versus the Consumer Price Index (CPI).
We partner with Investor Connect to bring you up-to- the minute data on your account.
Investor-Connect shows you a snapshot of up-to-the minute holdings for all your managed accounts with CB3, but not your annuities or other non-RBC accounts. Investor-Connect is useful for obtaining 20-minute delayed quotes on your portfolio, as well as tracking tax statements and any open orders in your RBC (only) account(s).
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Under no circumstances shall CB3 Financial Group, Inc. be held responsible or liable, directly or indirectly, for any loss or damage caused or alleged to have been caused in connection with the use or reliance on any content, goods or services available on an external site. Any concerns or questions regarding material or content contained within these external sites should be directed to the respective organization.