Client Portal / Wealth & Retirement Client Portals

Client Portals

SELECT CLIENT PORTALS BY LINE OF BUSINESS

Access your Baldwin Group accounts for updated values, activity, and performance

Access your investment options and a full range of tools and reporting

Access your Personal Financial homepage for our Financial Planning clients

Access your Fidelity profile, accounts and resources

Access your investment accounts directly with LPL to go paperless, make address changes, and download statements or tax forms

Online Portal designed to be your private Filing System for meeting materials and pertinent plan information