Client Login
New user? Please contact your client service representative to establish login credentials. This step helps us ensure the security of your account and your personal information.
Adviser Insights is our new client portal, and it is designed to be your personal financial website. Log in here to view your statements and see your portfolio details.
Click here to learn more about what Adviser Insights can do.
New user? Register Here
You will need to:
- Verify your name
- Verify the last 4 digits of your SSN
- Verify your date of birth
- Select security questions
Need help?
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.
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