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Investing and Investment Products
Clients of 1st Global Financial Advisors have different options for online account access. Users of Global Access 2005 can access their accounts from this page. If you have been directed to this site as a first time user of Global Access 2005 / Albridge, you can begin the registration process by entering Global Access 2005 / Albridge below. For accounts held directly at a fund company, you may also visit the fund company's website for access to your accounts. If you have a brokerage account, you may access your account through myStreetscape.
Brokerage Access through myStreetscape
If you have trouble with your version of Internet Explorer or Netscape, please download and install Internet Explorer 8.0. Talk to your advisor about online access if you do not have login information. Download IE 8.0 Now
For your information we have included a breakdown of the account fees and charges
for all 1st Global brokerage accounts. Click here for account fees and charges.
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Problems or Questions?
Customer Service
(877) 959-8400 option 1
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Investigo® Client Reporting
Please contact your financial advisor for login information.
RMS
If your company has a retirement plan through 1st Global's RMS program, log on here.
Compass
If your company has a retirement plan through 1st Global's original Compass program, log on here.
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Order Execution and Routing Practices
View Quarterly Report - June 2010
Premier Partner Programs
Mutual Funds
Variable Annuity Products
General Information
SEC: Investment Advisers: What You Need to Know Before Choosing One
FINRA: Investment Choices Overview
NFS LLC A Guide to Your Brokerage Account
Disclosure Documents
1st Global Advisors, Inc. ADV Part II and Schedule F
1st Global Advisors, Inc. Schedule H
Regulatory Links
FINRA
MSRB
SEC
Mutual Funds
Finanical Services Institute On the Issues:
Regulators' Institutional Bias Toward Cost as the Primary Basis for Determining Investment Stability
SEC: Invest Wisely: An Introduction to Mutual Funds
FINRA: Understanding Mutual Fund Classes
SEC: Bond Funds
ICI: A Guide to Understanding Mutual Funds
Variable Annuities
NAVA: Variable Annuities
FINRA: Variable Annuities: Beyond the Hard Sell
Fixed Income
Bond Market Association: Bond Basics
529/College Savings Plans
FINRA: College Savings Plans
CDs
SEC Certificates of Deposit: Tips for Investors
Margin
FINRA: Purchasing on Margin, Risks Involved With Trading in a Margin Account
FINRA: Understanding Margin Accounts, Why Brokers Do What They Do
Options
SEC: Options Trading
OCC: Characteristics and Risks of Standardized Options
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