Client Log-in


   NEW   Fidelity Account View 

***If you have not used the NEW account view, a quick new User Registration is required.

Below is a "Getting Started" guide, however, please feel free to call us if you need assistance.

We are pleased to let you know that Fidelity has enhanced its website, Fidelity.com, to help make it easy for you to monitor all your Fidelity accounts through this single, secure site.

You'll have access virtually 24 hours a day, 365 days a year to: 

   - Account aggregation so you can view all your account balances, holdings and transactions, including those our firm manages and views

   - Investor alerts about account transactions and balances 

   - Online delivery of account statements and trade confirmations to help save you time and stay organized.

1. Getting Started: Log In
If you are new to Fidelity.com, click Log In from the top menu bar, then go to New User Registration and follow the prompts. You’ll need to enter your Social Security number, account number, date of birth, and ZIP code to complete your online registration (It's quite similar to establishing an online bank log-in for the first time).

2. View and Monitor Your Accounts Online
Once you have gone through the New User Registration, to securely view your balances, holdings, and transactions on all your Fidelity accounts, simply log in:

- Enter your Social Security Number or Customer ID (a unique identifier) 
- Enter your PIN (Personal Identification Number) 
- Click Login

View User Guide
Top Things to View and Do on Fidelity.com

  Wealth Management System 

The Gardner Group Wealth Management System gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed. Your assets. Your private documents. Your financial and estate plan. Your retirement and cash flow models.
   
The Gardner Group Wealth Management System helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.
We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.
 
Organize, consolidate and integrate your finances:
  • Financial goals/plans
  • Balance sheet/Net Worth statements
  • Asset allocation strategy
  • Account aggregation
  • Cash flow/Retirement Models
  • Tax and Wills, Trusts, tax returns
  • Insurance coverages and summary
  • Estate plan 

  Benefits to The Gardner Group Wealth Management System clients:

  • Immediate access to all financial related matters in a single location
  • Current information
  • Your accounts and assets are always current
  • Your balance sheets are updated daily
  • Analysis 

Your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis.
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