Example Webpage
Client Resources

Account Access

For account access to your Fidelity or American Funds account(s), please follow the instructions below.

 Fidelity

First Time UserClick Here and input the requested information.  Proceed to setup your account by following Fidelity’s instructions.  Should you require any information not readily available, please contact us at (860) 486-0432.

Returning UserClick Here and login to your account using your previously created username.

 

American Funds

First Time User: Click Here and proceed to setup your account by entering your American Funds account number and the last four digits of your Social Security number.  Should you require any information not readily available, please contact us at (860) 486-0432.

Returning User: Click Here and login to your account using your previously created username or account number.

As always, if you have difficulty with account access you can call our office for assistance – 860-489-0432

 
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