Client Portal

Access to your accounts and documents. If you are not sure which system you need, send the request below and we will point you to the right one.

Account access

Balances, positions, statements, tax documents, and transaction history for accounts custodied through Fidelity NFS.

Use this for: statements, 1099s, performance, transfers.

Secure document exchange

For anything you would not want sitting in an email inbox. Tax returns, trust documents, valuations, statements from other institutions.

Use this for: sending or receiving sensitive files.

A note on security

We will never email you asking for a password, a login link, or account credentials, and we will never ask you to confirm wire instructions by email alone. If you receive a message that appears to come from us and asks for any of those things, do not reply to it. Call the office at (728) 227-9598 and we will confirm.

Wire instructions are always verbally confirmed with you by phone before any funds move. No exceptions, including when the request appears to come from you.

Request access

Existing clients only. Tell us which system you need and we will set it up, usually within one business day.