Client Access

Access your account at Fidelity

To access your account information at Fidelity:

View your performance reports

To access your performance reports online you must first:

Use our Contact Form to request a user ID and password.
Be sure to select "Account Access - Reports" in the drop-down box.
A representative will contact you with your user ID and password.
Once you have received your user ID and password, you can use this link to view your performance reports: Access performance reports.

If you have already received your user ID and password, you can go directly to performance reports