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 user id and password. Register.
We've also enhanced our services and accessibilities to clients by creating a secure site to 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, Whitney & Gore.