Our office offers three versions of online access. Please contact us with any questions about these options.
You may access your Fidelity accounts via Fidelity's website. First-time users should register by clicking on the "Log In" tab at the top of the page. Next, follow the steps for “New User” and follow the prompts.
The eMoney website provides a consolidated view of everything you own, giving you the ability to not only view accounts managed by our office, but to link any outside accounts in one non-transactional, secure site. In addition to being able to see a financial snapshot that is updated daily, eMoney also offers budgeting and monitoring of spending, and a digital vault as a secure storage facility for your financial documents.
If you are already a user, please login through the eMoney portal. If you would like access, please contact our office and we will provide you with a password and instructions on how to use the site.
Morningstar Office is our portfolio management system that you can access through the Client Web Portal. This secure website can be used to view a variety of information about your accounts, including an aggregated summary of your investments such as market values, top 10 holdings and asset allocation.
To view your accounts on the Client Web Portal, please contact our office and we will enable your access to the site. Once we have enabled your access, you will receive instructions via email from Morningstar with instructions on how to create a new Morningstar password and login to the secure site.
The information contained herein is obtained from sources that are believed to be reliable and is provided for reference purposes only. No representation is made as to its accuracy. Please refer to your statements which you receive directly from you product sponsors or brokerage firm for more information.