Private Client Log-in

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.