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To better service our clients, we've created a direct link so our clients can log into their Fidelity account.  To get started you'll need to create your own userid and password. Client on the attachment for step by step instructions.
 
We've also enhanced our services and accessibilities to clients by creating a Polaris Vault  where we can share information with clients as well as have clients share documents with us. 
 
Finally, we created a  tax vault  for client to upload/download their tax information for us to process their taxes as we work with our affiliate tax preparer, Ameritax.
 

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P: 508-481-2299 | F: 508-655-4066 |
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