The following videos are designed to help clients with commonly asked questions and requests. Please click on the corresponding link for assistance. If you still have questions, please do not hesitate to contact your Vantage team.

Fidelity New User Login

Fidelity Existing User Login

Fidelity Communication Preferences Link

Accessing Online Fidelity Tax Documents  

IT ALL STARTS WITH
A SIMPLE CONVERSATION.

We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.

    FIRST NAME *

    LAST NAME *

    EMAIL ADDRESS *

    PHONE NUMBER

    I prefer to be contacted by (please check):EmailPhone

    What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)


    400

    IT ALL STARTS WITH
    A SIMPLE CONVERSATION.

    We are ready when you are. We’d love to meet, talk about your financial goals, and share a cup of coffee. Leave us a note and we’ll get back to you.

      FIRST NAME *

      LAST NAME *

      EMAIL ADDRESS *

      PHONE NUMBER

      I prefer to be contacted by (please check):EmailPhone

      What's on your mind? (Please do not include any sensitive, confidential or personal financial or health information.)


      400