CLIENT ACCESS

Industry leading tools and technology to simplify your financial life and give you clarify, confidence, and financial peace.

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Client Portal

This portal allows you to see account balances, historical performance, portfolio allocation, individual holdings, and includes a secure document vault. There is even a smartphone app for easy access on the go.

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Fidelity Portal

This is the official website and smartphone app for your Fidelity accounts. This is useful if you need an official account statement or if you want to make deposits to your account online.

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Fidelity Portal

Wealthscape℠ is a service mark of FMR LLC.

 

Fidelity Investments (“Fidelity”) is an independent company, unaffiliated with Cornerstone Financial Management ("Cornerstone"). Fidelity is a service provider to Cornerstone. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied Cornerstone and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 972470.1.0

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