Broker Check

Account Access

Fidelity Investment Accounts:

Technical Support desk: (800) 544-7595 

Please go to Fidelity.com and click LOG IN from the top menu bar, then select REGISTER NOW to set up online access to your account.  Follow the prompts to create your user ID and Password.

Once your online access is established, you can sign up for eDelivery of statements, trade confirmation, and more, plus view and print statements.


National Financial Services Investment Accounts:

Technical Support Desk: (800) 720-4003

Please go to Wealthcape.com and click REGISTER to set up online access to your account.  Follow the prompts to create your user ID and Password.


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.