Account Aggregation

EZ Guide

Introducing AllData AdvisorAllData Advisor® is an easy-to-use way to access, consolidate and report on all of your assets in one location, without compromising sensitive information such as user names and passwords. These simple instructions help you set up account aggregation and enter held-away assets into AllData Advisor.

AllData Advisor Registration/LoginAfter you inform your investment adviser representative of your interest in setting up account aggregation, you will receive an email invitation to sign up for AllData Advisor (the subject line in the email will read: “New Account Aggregation Service”). In the email, click the website link for Albridge Wealth Reporting to begin the registration process.

(1) Log in to Albridge Wealth Reporting using the temporary login information and password in the email.

(2) Click Register on the AllData Advisor section in the lower right side of the screen.

(3) Complete the Registration process by accepting the User Agreement.

(4) Enter User Name, Password and First and Last Name. Click Submit.

(5) The next time you log in to Albridge, click Log In on the AllData Advisor section of the screen. Now, you are ready to start adding your account information.

Securities and advisory services offered through Cetera Advisor Networks LLC (do- ing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services may only be offered by investment adviser representatives in conjunction with the firm advisory services agreement and disclosure brochure as provided.

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Entering Assets Once you log in to AllData Advisor, click the tab. Type a name in the field or click to select from a list of 12,000 approved institutions.

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Step 2: Click the name of the institution(s).

Step 3: Enter your login credentials for each institution’s website. You may enter accounts such as: checking and savings, pension plans, 401(k)s, IRAs, Roth IRAs, brokerage accounts, insurance, trust accounts, 529 plans, and credit card accounts.

Step 4: Choose the accounts you wish to include by checking the corresponding check box(es). Then, fill in any corresponding account fields. Click Submit once all fields are complete.

Step 5: Your outside accounts are now aggregated and set up to view and report on your entire portfolio within AllData Advisor. Repeat steps 1 - 4 to add additional accounts to your dashboard.

Securities and advisory services offered through Cetera Advisor Networks LLC (do- ing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Advisory services may only be offered by investment adviser representatives in conjunction with the firm advisory services agreement and disclosure brochure as provided.

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