Home | iTP Partners LLC

Albridge

Albridge/OneView is where you can view all of your accounts in one place! Download a user guide here: OneView User Guide

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NetXInvestor

View your accounts held at Pershing, set account preferences

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Osaic eQuipt

View Pershing accounts, e-sign documents, set account preferences, download Pershing tax statements

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Osaic E-Sign Tutorial

A brief tutorial on how to e-sign documents in the Osaic system

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Need assistance accessing your accounts?

Please contact Laura Collins and she will be happy to walk you through setting up your accounts and making sure you can view your information at any time. Laura can be reached directly at 585-634-4849 or by emailing laurac@itppartners.com

NEW!

Text us anytime at 585-902-2726

We are now using the service MyRepChat to provide you with a way to text our team! This is a text only service that we can use to send and receive text messages that are compliant with SEC & FINRA regulations. We are very excited to open another channel of convenient communication.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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We Work For You

Our first priority is to take care of you and your family at every stage of life. iTP Partners, LLC wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

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Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Our Team

Our professionals are ready to evaluate and support all your potential investments.

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About Us

Years of experience have prepared iTP Partners, LLC to guide you through life's transitions.

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Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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