Client Portal

Client Investment Portal

Consolidated reporting of holdings and performance, secure document sharing and access to quarterly reports.

Benefits Portal

Make the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details online.  For the best mobile experience, please download the appropriate app for your device from the links below.

Wealthscape Investor

Wealthscape is the portal built by Fidelity for clients who have assets custodied at National Financial Services (NFS).  This is where monthly statements and tax reporting documents can be obtained.  For the best Wealthscape mobile experience we recommending using the Wealthscape Investor℠ app for your smartphone or tablet.

Access Disclaimer: All data provided is for your convenience and for informational purposes only. All values are subject to change without notice and may not reflect currently available pricing. Please refer to your official account statements which you receive directly from the account custodian or third party administrator for balance, valuation and other related information. If you believe that your password may have been compromised in any way, a handheld device that you use to access the service has been lost or stolen, or someone has viewed, downloaded, or deleted electronic records from your eligible account without your permission, you should immediately notify Keel Point Advisors.