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Clients

Portfolio Management Clients
 
Web Meetings

If you have a scheduled meeting with Barron Financial Group, LLP please click the Web Meeting button below to gain access to the web-based video sharing platform.

Web Meeting

 
Account Access

For account access please login to your Fidelity account at www.fidelity.com and follow the instructions below:

First Time Users:
Click on “New User Registration” and proceed as instructed.  You will need your Fidelity account number to gain access.  You will have an opportunity to select use of your Social Security number or create a Customer ID.

Returning Users:
Enter your Social Security number or Customer ID and your PIN.  Click “Login”.

 


 


 

Non-Advisory Securities offered through Purshe Kaplan Sterling Investments
Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. (ph. 518-436-3536)

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are service marks of the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Not FDIC Insured. Not Bank Guaranteed. May Lose Value, Including Loss of Principle.
Not Insured by any State or Federal Agency.