Client Logins

Client Portal

As a client of Fortress Wealth Planning, you receive free unlimited access to your own personal Client Portal. With online account access, you have the ability to:

• View account balances and holdings
• Run a series of reports and track spending
• Take control of your full financial picture by linking a variety of assets and liabilities, such as bank accounts, company retirement plans, mortgage loans, and credit cards

Fidelity Investments

Sign in here to access your Fidelity Investments accounts, which will give you detailed information such as account history, cost basis, holdings, and statements.