Your Account Values

Transamerica Consolidated Account Values - Access your consolidated account values and reports at Complete Financial Planning through Albridge Wealth Reporting.

If this is your first time accessing the Consolidated Account Values, you will need a temporary Username and Password. Please contact either Diana Wheeler or Kimberly Lewellyn for instructions.

Pershing Account Access - Access to TFA/Pershing brokerage accounts only. Note, these account values are included in the Transamerica Consolidated Account Value reports through the above link.

If this is your first time accessing the Pershing Account Access, we will need to get you a  Username and Password. Please contact either Diana Wheeler or Kimberly Lewellyn for details or click here to download the form you will need to obtain a username and password (please mail the completed form to our office).