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.

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.)

Need help logging in? Download the Wealthscape login guide or contact your advisor for assistance.