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