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
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