Client Account Information

Fidelity - If you already have a username and password click here, www.fidelityaccountview.com, otherwise please contact our office to initiate online access to your account .

Pershing – Please contact our office to initiate online access to your account.

Morningstar – If you already have a username and password click here, http://myportfolio.mp.morningstar.com/homeclient.asp, otherwise please contact our office to initiate online access to your account.

TIAA-CREF 529 – www.misaves.com

American Funds 529 – www.americanfunds/com/account