Client Portal and Client Support

Client Portal

Our first priority is helping you take care of yourself and your family. Client Portal allows for you to have access to your Financial Plan, Account Statements, and Performance Reporting.

Please call us at 440-252-2449 to set up your Client Portal.

NFS Account Statements and Tax Documents Portal

Access your NFS Statements and Tax Document(s)

Access Wealthscape

Performance Reporting Portal

Welcome to your source for consolidated account information. Albridge Wealth Reporting allows you to easily consolidate and organize your investment accounts and generates in-depth compliance ready reports.

Access Performance

Financial Planning Portal

We create strategies that are tailored to your needs and goals.

Access your Financial Plan

Client Support

WHEN SHOULD YOU SPEAK WITH A CUSTOMER SERVICE ASSOCIATE?

Our customer service team is here to help with quick, day-to-day needs. These are typically quick conversations that don’t require a scheduled appointment.

Call and speak with a customer service associate when you need assistance with:

Uploading or locating documents
Updating contact information
General account questions that don’t require advisor guidance
Deposits or withdrawals
Help accessing the client portal, on going website assistance
Administrative questions about forms, paperwork, or processes
Appointment scheduling or rescheduling or use the links below
Immediate needs

Please Call 440-252-2449 to speak with a Customer Service Associate.

WHEN SHOULD YOU SCHEDULE A 15-MINUTE CALL WITH YOUR ADVISOR?

A 15-minute phone call is the ideal way to get quick, accurate guidance from your advisor without the need for a full review meeting. Our advisors maintain full calendars, and scheduling a short call ensures you receive the same level of preparation and attention as you would in a longer appointment — just tailored to smaller, advisor-level questions.

By scheduling a brief call, your advisor can:

Review your accounts and notes ahead of time
Prepare the information needed to answer your question accurately
Give you their full, uninterrupted attention
Ensure nothing is rushed or overlooked

While our team is always happy to help, advisors aren’t always able to step out of meetings to take unscheduled calls. Setting a specific time guarantees your advisor is ready for you and fully prepared.

A 15-minute scheduled call is perfect when you don’t need a full review, but you do need quick, expert guidance from a licensed advisor.

Scheduling ensures timely, accurate, and thoughtful service and we will call you at the time you pick to be called — the Otium way.

Click Here to schedule a 15 minute call

WHEN SHOULD YOU SCHEDULE A REVIEW MEETING WITH YOUR ADVISOR?

A review or pre-review meeting with your Otium advisor is the right choice when you need a deeper conversation about your financial plan, account performance, or investment strategy. This type of meeting gives your advisor the time needed to assess your full situation and provide clear, personalized recommendations.

Schedule a review meeting when you want to discuss things like:

Updates or adjustments to your financial plan
Reviewing account performance or evaluating how your portfolio is tracking
Changes to your investment allocation or strategy
Considering new investment approaches or rebalancing decisions
Reviewing risk tolerance or time horizon changes
Evaluating whether your current strategy still aligns with your long-term goals

If your question involves big-picture planning, performance review, or strategic investment changes, a scheduled review meeting ensures your advisor has the time to prepare thoroughly and offer well-informed guidance.

Click Here to schedule a Review meeting