About Online Access

Your Account (via Fidelity Direct)
This service allows clients to access their account information 24 hours a day, seven days a week. Clients can view account holdings and account statements. They can also access Fidelity research reports, market data and news stories. It also allows clients to pay their bills electronically and see their total net worth.
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Your AccountView (via Fidelity AccountView)
This service allows clients a quick, simplified access their account information 24 hours a day, seven days a week. Clients can view account holdings and activity in a easy-to-read format.
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Your Performance Report (via AssetBook)
This site provides our wealth management and asset management clients a convenient way to track their portfolio's performance.
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Your Financial Plan (via MoneyGuidePro)
This service allows clients to access their current financial plan 24 hours a day, seven days a week. Clients can view goals, financial profile, budget, and asset allocation. They can pose changes to their plan through different "What If" scenarios and track their success.
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