Client Logins
Aegis Financial Partners - Wealth Dashboard
Remember when life was simple? Imagine a single platform where your financial matters may be managed 24 hours a day, 7 days a week. A place where you can aggregate all your accounts to create a living balance sheet. It also provide a safe and secure personal vault for all your important documents that you can access whenever or wherever you need them.
- Shared Documents - Use this folder to drag and drop your information into for our view
- My Documents - This folder is for you view ONLY, and in never shared with anyone else.
Aegis Financial Partners helps you coordinate your financial life with a single login, so you can spend more time on the things that matter to you.
Investment accounts at National Financial Services and Lincoln
Wealthscape Investor - This is the online resource provided by National Financial Services (NFS). This online resource provides access to view and manage your Lincoln investment account.
- NFS accounts start with a letter (B,L,T)
- View account details
- Retrieve Statements and tax documents
- Set up eDelivery
- eReport address changes
- Download accounts
Investment accounts at National Financial Services through Fidelity - Institutional Wealth Services (IWS)
www.fidelity.com - is the online resource provided by Fidelity IWS. This online resource provides access to view and manage your Premier Partners (IWS) investment account.
- IWS - accounts start with a number (6,7)
- View account details
- Retrieve Statements and tax documents
- Set up eDelivery
- eReport address changes
- Download accounts