Client Login
Welcome to the secure client area of our website. Please use the links below to access your accounts.
Log in here for daily reports on your accounts managed by StrategicPoint Investment Advisors, including performance reports, portfolio appraisals, realized gains and losses, and more.
Portal Login Help
Are you having trouble logging into your online account? Please review our instructions for Client Portal Login access as well as your Billing Statement location. Please contact us at (401) 273-1500 or info@strategicpoint.com if you continue to experience difficulties. A member of our team will be happy to help you.
Log in here for access to your Fidelity statements, trade confirmations, and tax forms. You may also set up edelivery for your accounts here.
Portal Login Help
Are you having trouble logging in to your online account? Please contact Fidelity directly at 1-800-343-3548