Getting
Started
Welcome to the &Partners community
Here you’ll find everything you need to get started: how to manage your accounts online, get to know our partners, and collaborate with your advisor.
Working with &Partners
We founded &Partners to give your advisor the freedom and resources to serve you even better. Through &Partners, you’ll gain access to institutional-quality investment research, portfolio solutions, and strategic guidance once available only to large institutions. Your advisor can focus on what matters most: you — your goals, your plan, and your financial future.
Fidelity Investments
Your accounts are held with Fidelity Investments, one of the most respected names in financial services. Fidelity’s broker-dealer, National Financial Services LLC, provides the custody, clearing, and trading platform that helps safeguard your assets under rigorous standards. You can feel confident knowing your investments are protected by both SIPC coverage and additional insurance.
Wealthscape Investor
To view your accounts online and manage day-to-day activity, you’ll use Wealthscape Investor, Fidelity’s secure online portal. It’s where you can check your balances and holdings, download statements and tax documents, move money, and stay up to date on your portfolio — all in one place. Because it connects directly to the same Fidelity platform your advisor uses, you’ll both have a clear, shared view of your investments.
Overview of Wealthscape Investor
Register and log in to your account (3 min)
Change your password/username (0.30 min)
Navigate account groups on the dashboard (3 min)
Customize your dashboard and navigate the top menu (5:30 min)
Set your delivery preferences and move money across accounts (1:30 min)
View market quotes and research (3:30 min)
Use bill pay
FAQs about Wealthscape Investor (coming soon)
Envestnet Client Portal
The Envestnet Client Portal brings your entire financial picture together in one place. You can view your investment plan, link outside accounts, and monitor progress toward your goals. It’s an easy way to collaborate with your advisor and stay informed about your accounts.
&Partners insights
&Partners regularly publishes thoughtful commentary and perspectives on markets, planning, and investing. You can stay connected by following us on LinkedIn or visiting our News & Insights page. You might also enjoy Prism, our biannual outlook featuring timely observations and ideas from our investment team.