Access Your
Portfolio & Investment Profile
Your money, your data—anytime you need it.
Secure Online Access 24/7
We partner with leading platforms so you can securely monitor your portfolio, view performance, and stay informed.
Fidelity’s Wealthscape Investor Portal
Fidelity’s Wealthscape portal provides you access to your money and investment assets.
Here you can:
- View investment accounts, holdings and activity
- Add or move money
- Access tax documents
- Deposit checks (mobile app only)
- Access your investment and account statements
- Enroll in eDelivery, modify delivery instructions and email addresses (online only)
- Move money between your bank and brokerage accounts (online only)*
*Requires one-time establishment of standing money movement instructions – give us a call to get started!
For more online access guides and FAQs, please visit our Client Resources.
Download mobile application for client access:
Need help logging in? Download the Wealthscape login guide or contact your advisor for assistance.
Envestnet – Your Personalized Financial Dashboard
We use Envestnet, a leading wealth management platform, to provide a comprehensive view of your financial life. Through this platform, we can offer:
- Real-time portfolio tracking
- Performance analytics
- Consolidated reporting across all aggregated accounts (internal/external)
- Goal-based financial planning tools
- Secure document storage and data sharing
Note: Envestnet Client Portal provides activity as of previous night’s close. To access real time activity updates, please visit the Wealthscape Portal.
Need help logging in? Download the Envestnet login guide or contact your advisor for assistance.
