Broker Check

For Current Clients | Client Access

My Brokerage Accounts

View your brokerage accounts in detail, managed by Newport Capital Advisors and held by our custodian, National Financial Services, wholly owned by Fidelity Investments.


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My Financial Plan

View your consolidated net worth statement and financial plan, individual brokerage accounts, investments, liabilities, real estate and other assets of value, all on one page, updated daily.

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