Welcome to FAC! olio Institutional Accounts OnlyAs your Registered Investment Advisor (RIA), we take our responsibility to you very seriously. It means we are bound to consider your best interest above all else, in every situation, giving you choices based on options involved.
So many individuals today have grown tired of the way the major Wall Street institutions do business, with their multilayered investments products and buried fees. Our entire business model is founded on a single commitment: to provide completely transparent financial services to our clients. We want you to understand exactly what you’re invested in and why it makes sense, considering your personal risk tolerance and objectives, thus providing you with the necessary information to make informed decisions. Not only that, we give you 24/7 access to investment performance, current and historical. And we make sure all fees are clear and transparently communicated, in real dollar amounts.
Advisors who work with FAC have one thing in common: they share our commitment to integrity, transparency, and disclosure. We are committed to helping you clearly understand your investments and your choices in reaching your personal financial goals. When it comes to your money, there is never a question too big or too small.
Unrestricted Online Access Empowers YOU
One of the best things about working with FAC is that we have nothing to hide. In fact, we give you the power to monitor your investment performance and transaction history as often as you like. Our partnership with Folio Institutional gives you 24/7 real-time access to your individual Models and overall Allocations. You can view holdings and run performance reports anytime you like, from any mobile device. You can also access tax and transaction information. In addition, every month you will receive an email with a link to your monthly statement.
To access your accounts through our website, simply select Client Services from the menu bar and choose View Your Account. Then choose the link entitled View Your Folio Account. You will be prompted to enter your username and password, which you will receive from FAC as soon as you open an account with us. (Your username, once issued, cannot be changed, but you may change your password anytime by clicking on Profile from your Folio Institutional account page.)
If you have any questions about how to login to Folio, please feel free to contact us. And if you’d like a personal tour of your Folio account page, just give us a call. We’ll take a moment to review your accounts and show you how to navigate this truly innovative custodial platform, which was designed to take the mystery out of tracking your money.
What If You Have Accounts Held with Multiple Custodians?
If you have accounts held with multiple custodians, you can access your consolidated statement 24/7 through our website by clicking on Client Services in the menu bar and selecting View Your Account. Then select the link entitled, View Your Consolidated Holdings. This takes you to Albridge Wealth Reporting, which shows all your accounts on a single statement, including those held with Folio Institutional and those held with other FAC-sponsored custodians.
Follow these three easy steps if you are accessing the Albridge system for the first time.
1) Once you enter the site, click on Registration.
2) Enter your username, which is the Social Security number of the account owner (no-dashes).
3) Enter your password. The temporary password for all new clients is: 648CLIENTS. Once you have entered the Albridge system, you can change your password by clicking on My Accounts.
Once you are registered, Albridge will begin regularly sending you an email link to your consolidated quarterly reports. This link will come during the second week of each month immediately following the end of a quarter. If you have any questions about the report or about how to use the Albridge system, please contact us.
No Substitute for Personal Touch
We’ve built our website to provide you with an excellent resource for further understanding your investments and our wealth management process. But we understand that technology will never replace the one-on-one advisor/client relationship that provides the basis for all successful wealth planning. Your advisor will be more than happy to personally assist you in reviewing your account(s) anytime. Remember they — and we at FAC — are just a phone call away.
As a team, your advisor and FAC are committed to providing you with the latest technological advances, as well as the personal one-on-one service you deserve. If at anytime you wish to ask a question or have a complete review of your account(s), please contact us. Your satisfaction is our first priority.
First Advisors Capital, Inc. (FAC) is an investment adviser registered with the State of Alabama.
4956 Valleydale Road Suite 203 / Birmingham, AL 35242 / 205-991-8484
First Advisors Capital, Inc. will not accept buy or sell (including short sale) instructions regarding a client's account sent by electronic mail systems. The information contained herein has been obtained from sources believed reliable solely for informational purposes but, is not necessarily complete and cannot be guaranteed. This communication may contain inaccuracies or typographical errors. First Advisors Capital, Inc. does not render legal, accounting, or tax advice. Where performance data is shown, past performance is not an indicator of future results. This communication may contain non-public, proprietary, confidential or legally privileged information. If you have received this email in error, please 1) notify the sender by replying to this message, 2) permanently delete this e-mail, its attachments, and any copies of it immediately, 3) do not retain, copy or use this e-mail or any attachment for any purpose, nor disclose all or any part of the contents to any other person. Attachments that are part of this electronic communication may have additional important disclosures and disclaimers, which you should read.