Let Your Financial Professional Be Your Guide

Capital Analysts (CA) appreciates the important role financial professionals play in their clients’ lives. We provide financial professionals with technological tools and business resources so they can provide the highest level of service to meet your current and future needs.

As part of our responsibility to financial professionals, we provide the ongoing training and support they require to remain compliant in this heavily regulated industry. The Disclosures page provides important regulatory information for you as an investor.

Please contact us if you have regulatory questions or wish to know more about how we work with financial professionals.

Account Access

Albridge Account Access through Lincoln Investment

CA2/Albridge

Client Account Access for Pershing Accounts

NetX Select