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Client Accounts

Client accounts are held at either National Financial Services, LLC, a subsidiary of Fidelity Investments, or American Portfolios Financial Services, Inc. Account access requires leaving this website and visiting an independent, secure website owned and operated by the aforementioned, respective account custodian.

First time users must register for online account access.


Click here for registration and access to Fidelity accounts.

Click here for access to American Portfolios accounts. Please note that American Portfolios account access must be coordinated with advisor.

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