Client Account Logins
Envestnet's Investor and Advisor Portal
The Envestnet portal is your advised account portal. Envestnet provides an aggregate overview of all of your advised assets and provides you with a big-picture view of your financial life.
Login
Need help logging in? Download the Envestnet login guide or contact your advisor for assistance.
Wealthscape Investor Portal
Fidelity's Wealthscape portal provides you access to your money and investment assets. ("National Financial Services, LLC (Fidelity) is where your monies and assets are held for safekeeping)
Login
Need help logging in? Download the Wealthscape login guide or contact your advisor for assistance.