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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 (net of fees), portfolio appraisals, realized gains and losses, and more.

Portal Login Help
Are you having trouble logging in to your online account? Please contact us at (401) 273-1500 or info@strategicpoint.com. A member of our team will be happy to help you.


Online Portal Tutorial

New to Envestnet? Or, just need some help navigating through our Envestnet portal? We’ve created a short online tutorial for you.

Watch Now

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