Access Your Account

To access your account, visit

(Currently under revision to LPL, coming soon!)

First time user? 

  1. Click on the “Registration” button on the right.
  2. Enter your social security number, temporary password, and the word in the CAPTCHA box. If you do not have your temporary password, or if you “lock” your account, please contact Kataya or Stephanie at (520) 544-2500 for assistance.
  3. Create a new username and password.
  4. Once our office approves your request for online account access, you will be ready to log in.

We at Southwest Investments are pleased to introduce a new and improved online service called Albridge Wealth Reporting.   With this state-of-the-art financial tool, you will be able to see a complete view of your holdings and transactions, along with performance reporting. Best of all, this great service is available at no cost to you as a part of our ongoing commitment to providing you with the best in financial planning services.

There is no special software to install or learn and you will be able to access it from any computer, anywhere in the world! No more waiting for the next calendar quarter to view the performance of your holdings — you will be able to see it whenever you want from the convenience of your home or office.

For assistance with Albridge Wealth Reporting services or to obtain your temporary password, please do not hesitate to contact Kataya or Stephanie at 520-544-2500 or email with any questions that you may have.