Client Login

Below are links to client reporting and statements as well as our secure ShareFile system. If you have not logged in since the 1^st of November, please contact our office at 503-342-0038 to request an account reset.

• • Performance Reporting – Click here to be directed to a third-party performance reporting system where you can access Albridge Quarterly Reports for your accounts.

• • Secure File Sharing – Keeping your personal information secure is of great importance. Here you can access our Secure File Sharing system with your personal login. For assistance setting up your login please contact our office.

• • Statements – This link to NetX Investor allows you to view monthly statements for all of your accounts as well as your account activity. Please note, account activity shown will be for the previous business day and refreshes nightly.

If you need help logging into your accounts please Contact Us, email frontdesk@wagnerplanning.com or call 503-342-0038. Thank you.