Links

For our portfolio management clients please login to your Fidelity account at www.fidelity.com

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”.

For Brokerage clients thru National Financial Services, LLC or Purshe Kaplan Sterling Investments please login at www.mystreetscape.com/my/pks

First Time Users:
You will need to obtain a User ID and PIN from our office.  Enter the User ID and PIN and click “Enter”.  You will be required to set a new PIN.  Only the account associated with that User ID will be shown.

Returning Users:
Enter your User ID and PIN.  Click “Enter”.

*If you have multiple brokerage accounts associated with the same social security number, the accounts can be grouped so that you can view them simultaneously.  Please contact our office to activate this grouping.

View your American Funds accounts at www.americanfunds.com 
(See below for access to American Funds 401k accounts)

First Time Users:
Click “Account Login”.  Enter your account number.  Use the last four digits of your social security number as a default Password.  Click “Log in”.  You will be given the option to create a unique Password.

Returning Users:
Enter your account number or Social Security Number and your Password.  Click “Log in”.

If you are an American Funds 401k participant you may view your account at www.americanfunds.com/retire

First Time Users:
Click “Log in”.  Enter your Social Security number and PIN.  Use the last four digits of your social security number as a default PIN.  Click “Log in”.  You will be given the option to create a unique PIN.

Returning Users:
Enter your Social Security number and PIN.  Click “Log in”.