Links to Your Accounts

Constellation Financial Advisors are finacial consultants to hundreds of clients. With us, you’ll always have direct access to your portfolio. Use the links below to access your investment accounts.

If you need assistance accessing your accounts, contact Cindy at (410) 321-8808 x13 during regular business hours.

 

Albridge Solutions
Constellation Financial Advisors clients can log into Albridge for a consolidated report of all your accounts.

https://www.mainaccount.com/invfin/

  1. Click on the Registration tab.
  2. Enter your SS#
  3. Enter temporary password: IFC57S
  4. You will be prompted to change your password.
  5. It takes 48 hours to gain access after you register.

If you need more detailed information, please login to one of your accounts directly, using the links below.

 

Net Exchange
www.netxselect.com gives you access to your Invest Financial brokerage accounts, if you have one through Constellation Financial Advisors.

To gain access, please download this application form (PDF) and follow the instructions.

 

Other Accounts

Alliance Bernstein www.alliancebernstein.com
Allianz Life www.allianzlife.com
American Funds www.americanfunds.com
Cole Real Estate Investments www.colecapital.com
DWS Investments www.dws-investments.com
Fidelity Investments www.advisor.fidelity.com
Flexible Plan www.flexibleplan.com
Franklin Templeton Funds www.franklintempleton.com
Hartford Life www.hartfordinvestor.com
ING Annuities www.ingannuities.com
J.P. Morgan Funds www.jpmorganfunds.com
MFS Investment Management www.mfs.com
Nuveen Mutual Funds www.nuveen.com
Oppenheimer Funds www.oppenheimerfunds.com
PacificLife Annuities www.pacificlife.com
Phoenix Annuities www.phoenixwm.com
Pioneer Investments www.pioneerinvestments.com
Principal Funds www.principalfunds.com
Prudential Annuities www.prudentialannuities.com
SunAmerica Annuities www.sunamerica.com
Sun Life Financial www.sunlife-usa.com
Thornburg Investment www.thornburg.com
Van Kampen Investments www.vankampen.com
Virtus Investment Partners www.virtus.com

Cindy is a registered associate of INVEST Financial Corporation