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Client Portal

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At Fusion Family Wealth, we’re all about simplifying your financial life, so we’ve included a number of account access sources for your convenience.

Portal Access Acknowledgment 

As a client of Fusion Family Wealth, LLC (“Company”), by clicking on the Envestnet link below,  I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing. I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.  

 

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Fidelity Investments offers access to personal investment accounts custodied with them.

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Envestnet aggregates all account information in one place.

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envestnet tutorial

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Pershing offers access to personal investment accounts custodied with them.

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If you have not yet received your Username and Password for these sites, please call us at the Fusion Family Wealth office — (516) 206-1320.