Client Portal

Tax time is here and so are your Fidelity tax documents. For your convenience your 2022 tax documents have been placed in your personal FJP Client Portal Vault.  

A Few Reminders For You:

• Each individual will need to access their personal Client Portal Vault to obtain their own documents pertaining to their Social Security Number
• You can access your Fidelity account directly to reference the same tax documents 
• We can assist you with providing access to your documents to your personal tax professional, with your permission
• If you are using TurboTax to import your tax documents, select Fidelity as the financial institution and use your Fidelity.com username and password, not your FJP Client Portal.

Please refer to the "Step by Step Instructions to Locate Your Fidelity Tax Documents" below with specific guidance to access your documents in your Client Portal Vault. 

On February 16, we hosted a webinar with special guest, Gargi Pal Chaudhuri, who is BlackRock’s Head of iShares Investment Strategy for the Americas. BlackRock is the largest asset manager on the planet, managing over $8 trillion.

Scott and Gargi discussed important topics about the economy and the outlook for 2023 including inflation, Federal Reserve, unemployment, housing, prospects of a recession and more. 

This article will recap the important points from the webinar.