Client Portals

Clients portals are online sites that permit clients to view all their assets at a secure location. All clients whose accounts are held at Fidelity Institutional, regardless of their advisor's choice to use the Investigo system or not, will be assigned a username and password. In addition to being able to view the account balances managed by you, there is a document repository where monthly performance reports, invoices, and other items are shared. Storage in the client area is unlimited, meaning your client will be able to view historical documents at their leisure. The client portal is powered by Investigo.