From the Admin Menu, select Producers and Teams.  Highlight the producer name you wish to edit and click the Modify Button. Then click on the Albridge Tab

Albridge Tab

Advisors Assistant supports both Albridge downloads and also Albridge Applink.  Applink lets you log into Albridge right from Advisors Assistant and go directly to portfolio information for the client you are viewing.  For more information about Applink, click HERE.

For more information about Albridge Downloads, click HERE.

Both systems use the same Financial Institution ID and Partner User ID.

Financial Institution ID

Your financial institution ID comes from your Broker Dealer and is the Broker Dealer's ID..

Partner User ID

The Partner ID is the Rep or Advisor's unique ID and is assigned through the Broker Dealer or your Albridge contact.