Client Resources

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

Web Meetings

In lieu of a phone call, Barron Financial Group may recommend a web-based video chat for a future meeting.  Our financial advisors utilize the popular and easy-to-use web platform, Skype, for these consultations.  For your convenience, please see the below instructions in preparation for your scheduled meeting.

Existing Skype User:  Please login to your Skype account and search for Barron Financial Group under the Skype Directory roughly five minutes before your scheduled meeting.  Please be sure to check your email as well - your advisor may have provided additional details on your upcoming meeting.

Don’t Currently Use Skype:  5-10 Minutes before your scheduled meeting, please click HERE, download the free Skype application, create your profile, and search for Barron Financial Group in the Skype Directory.  Please be sure to check your email, too– your advisor may have provided you a step-by-step guide on getting ready for your web-based conversation.

Contact Us

Having trouble logging into your accounts? Give us a call, we're here to help:

860-489-0432