Broker Check

Account Access

We are pleased to provide access to your accounts online.

Please use the form to the right, send an email to us at, or call us at (952) 563-6500 if you have any questions. Your feedback is important to us.

Consolidated Account Information (Albridge)

When using Albridge, if you do not see all of the accounts in your household, please make the appropriate selection in the drop-down menu in the 1. Portfolio selection box near the top of the page and then proceed to run the report.

Other Helpful Links

Charles Schwab

ProEquities / Pershing (Financial Organization #: 5EQ)

Allianz Life Insurance Company

American Funds

AXA Equitable

BTS Asset Management

Brinker Capital

Curian Capital, LLC




John Hancock - 401k

John Hancock - Annuities

Lincoln Financial Group


Mount Yale

Principal Financial Group




Can't find what you're looking for? Please contact our office at or (952) 563-6500.

Link Disclosure
Please Note: The information herein is being provided as a courtesy. When you navigate to any of these websites, you are leaving Tradition Wealth Management's website and assume total risk and responsibility for your use of the external websites. Tradition Wealth Management (TWM) and ProEquities make no representation as to the completeness or accuracy of the information contained at any of these external websites. TWM and ProEquities are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third-party technologies, websites, information, and programs made available through this website.