Bird Wealth Management LLC

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, view your performance reports at Access performance reports

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

 

Bird Wealth Management LLC is a state registered investment advisor, licensed to transact business in Alabama, California, Kentucky, Minnesota, North Dakota, Ohio, and Washington. If you live in a state not listed above, please contact us, as we are willing to register in any state.