As we enter the 2026 tax seasons (for 2025 taxes), we have created a short video to help you prepare you taxes. Please take a moment to review.
Fidelity Client Portal
For Access to Your Fidelity Accounts
- View Your Account Statements and Balances
- View Your Tax Documents
- Use Mobile Check Deposit
- Update Account Information
To create your Fidelity login, follow the link and click “Sign Up”.
Performance Reporting Portal
We must set this up for you. Please contact us with questions.
- Detailed View of Portfolio Holdings
- Review Allocation and Performance
- Download Review Reports
- Secure Document Vault
- Access through Fairvoy Private Wealth App in Apple and Android App Store
For Access Please contact us or call 205-578-6250
Update Your Beneficiary
Keeping your beneficiaries up to date is an important part of your overall financial plan. Through Fidelity you can:
- Add or Update loved ones as beneficiaries
- Review your current designations at this time
- Make Changes Quickly Online
Before making changes, learn more about per capita vs. per stirpes when updating your beneficiary forms.
Update Your BeneficiaryIf you need help or would like for us to update your beneficiary options for you, please contact us or call 205-578-6250
Financial Planning Portal
We must set this up for you. Please contact us with questions.
- Access Your Financial Plan
- Track Progress to Your Financial Goals, Spending, and Investments
- Review Your Net Worth, Including Internal and External Accounts
- Organize Your Financial Documents through Document Vault
For Access Please contact us or call 205-578-6250
Are You Needing Help with Fidelity or Fairvoy App?
Join us for a Fairvoy Tech Help Session, available every Thursday from 9am to 3pm at the Fairvoy office. Zoom meetings available on request. Bring your personal device, and we will help get you logged in hassle-free!
RSVP here