Financial Planning Login

This is your personal financial homepage powered by eMoney.  Your entire financial life updated live, every day.  Please take the time to complete your on boarding questionnaire and look to the “Vault” at the top right of your screen for detailed guides on how to use the many features.

Please contact your advisor for access.

Clearing Firm Logins

NFS LLC (Fidelity)
This is to access your Fidelity account at the clearing firm via Wealthscape. Statements and tax forms can be found here.

Please contact your advisor for access.

Performance Reporting Login

Access all of your household’s accounts in one secure place.  This includes a client portal for up to date information and reporting section for detailed performance information.  This is accessed via CIRStatements. 

Please contact your advisor for access.

Pershing LLC
This is to access your Pershing account at the clearing firm via NetXInvestor.  Statements and tax forms can be found here.  The Financial Institution # is 5CR.

Please contact your advisor for access.