Welcome to your source for consolidated account information. HTK Wealth Reporting & Insights (powered by Albridge) aggregates data from hundreds of sources both custodied and non-custodied to provide a consolidated view of assets – and rich insights.
HTK Wealth Reporting and Insights allows you to easily consolidate and organize your investment accounts and view an in-depth report summarizing your financial holdings. Access financial statements anytime from anywhere in the world on our secure website.
All EC Wealth Design clients have access to HTK Wealth Reporting and Insights. Please contact us at ecehelsky@htk.com if you need an activation email.
Step 1 - Register Account and Complete Initial Setup
Upon account activation, you will receive two emails from DONOTREPLY@albridge.com. The first is “Invite for Registration” and the second is “Access Code for Registration”.
Please note: You will have 24 hours to complete the online registration from the time the email is sent.
A. Open the “Access Code for Registration” email and copy the provided access code.
B. Open the "Invite for Registration" email and click the link provided to accept them invitation (link is below for reference).
https://www3.mainaccount.com/WebApp/stmt/NGRegistrationServ?siteId=157_htk
C. On the Login page, click the "Investor" button.
D. Enter your Social Security Number (SSN) and paste your access code.
E. Follow the on-screen prompts to complete the User Agreement and Personal Information sections.
F. Once complete, you will receive a confirmation email with the username you chose. Please keep this email for reference.
Step 2 - Access Account
Now that you have created a login and password, you will be able to access your account at any time by going to: https://www3.mainaccount.com/htk/
A. Enter the Username that you chose during the registration process and click "Continue".
B. Enter the Password that you chose during the registration process and click "Login".
C. Once you are logged in, you can run reports, view your combined portfolio dashboard or view specific accounts.
