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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, portfolio appraisals, realized gains and losses, and more.
Portal Login Help
Are you having trouble logging into 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.
We encourage you to click here to view a short video tutorial prior to logging in.
PLEASE NOTE: FOR THE NEW PORTAL, YOUR USERNAME HAS CHANGED TO THE EMAIL ADDRESS AT WHICH YOU RECEIVED NOTIFICATION. ONCE ENTERED, CLICK “FORGOT PASSWORD” AND FOLLOW INSTRUCTIONS.
Browser Recommendations: Chrome is Best, Firefox works well. Microsoft Edge only if necessary, Internet Explorer NOT recommended.
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