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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.  



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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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.