Client Account Access

Client Fidelity Account Access  - Use this link to access your Fidelity Investments brokerage account. Fidelity Brokerage Services LLC is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name at Fidelity Investments.


Morningstar Office Client Web Portal - Use this link to access your Client Web Portal within Morningstar Office to view aggregated account information, retrieve reports, and share other content between advisor and client.  Each client must manually set up access to the web portal with instructions provided by us.  If you would like to receive access, please contact us and we will gladly assist. 


















 Fidelity Investments has not been involved with the preparation of the content supplied in the Five Rivers Financial Advisors, LLC site and does not guarantee or assume any responsibility for its content. 527073.1.0

 Fidelity Investments is an independent company and not affiliated with Five Rivers Financial Advisors, LLC.