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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.  

Client Login

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 
Client Login

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 
Client Login