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Online Access to your Investment Accounts

LEVEL 1 – the easiest – EMONEY

        With emoney access (Your Personal Financial Website) you can see the balance, holdings, account history and more of all your accounts with me. You can connect all your other accounts (like your employer retirement plan) and analyze all your investment holdings together.

Logon with the “Website Logon” button

OR directly to the URL

LEVEL 2 – CIR Statements

This allows you to look at performance on all your accounts with me. You will be notified by email of new quarterly performance accounts that are generated here. –  this access will be available once your accounts are established in 1-2 weeks.

click REGISTRATION – use your SS#

Your temp password Wayne1010

Create your own username and new password, and complete other info

LEVEL 3 – Detailed information, tax forms, account statements

Most Accounts – 

bookmark this login on your browser

        Choose Register 

        Enter your personal information

        Enter one of your new account numbers

        Create a password and a security question – WRITE DOWN username

Accept terms and you are in!

On the left sidebar choose GO PAPERLESS, choose your correct email and which documents you want to be paperless (we recommend all except tax forms) – you will need to select each account for this.

Frontier – Fidelity and click login and register now, using your personal information.

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