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Client Portal / Wealth & Retirement

Client Portals

SELECT CLIENT PORTALS BY LINE OF BUSINESS

Wealth Management

Wealth Management Portal

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

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Envestnet Portal

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

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Personal Financial Homepage

Access your Personal Financial homepage for our Financial Planning clients

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Fidelity Investments

Access your Fidelity profile, accounts and resources

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LPL Financial

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

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Retirement Plan Consulting

Fiduciary Briefcase for Pension Plans Sponsors

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

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