Custodians

To access your accounts at the custodian directly, please click the link below:

fidelity_symbol  Fidelity

mystreetscape_symbol  National Financial Services

SEI-icon  SEI

American_Funds_logo  American Funds 529 Plan

Benefits For Our Clients

Each company above enables you access to your FP account(s) that they custody via web-based systems. Some of the useful features this provides are the following:

  • Monthly statements
  • Trade confirms
  • Transaction details
  • Tax statements
  • Market research
  • Mobile Apps

Financial Perspectives

3300 Fernbrook Ln N, Suite 250, Minneapolis, MN 55447

Advisory services through Financial Perspectives ("FP"), an SEC Registered Investment Adviser. Securities offered through Purshe Kaplan Sterling Investments ("PKS"), Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. FP offers tax advice through its affiliate, Dugan & Company. FP and PKS are not affiliated. Not FDIC Insured - Not Bank Guaranteed - May Lose Value, Including Loss of Principal - Not Insured By Any State or Federal Agency © 2024 Financial Perspectives. All Rights Reserved.

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