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Client Portal ResourcesMake the Most of your Personal Client Portal

We want to help you make the most of your personal FJP Client Portal! with tips, tricks and training and our help whenever you need it!

A Few Reminders About Access:

  • If you are new, be sure to look for the link in your email to initialize your client portal and establish your access including security questions - See the Guide to Getting Started and check out the FAQ document about making bank connections, managing transactions, the vault and more!
  • If you are having trouble accessing keep in mind that your Username is always your email address but your password is what you personally set. If you try a few times unsuccessfully, you will be locked out -- but just for 30 minutes! You can always go have lunch and come back to it or contact us and we can unlock your account
  • Your password will periodically expire and as much as we all hate changing passwords -- sometimes you just have to if you have not used the tool in quite awhile

We are Here to Help!

  • Call our office at 408-963-2858 and we can help you gain access and walk you though the process
  • Set up time with Jennifer for some personal training to pinpoint what you need to get started or expand your knowledge
  • We like all your ideas too! Share them with your Wealth Manager or any member of the team!

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Hyperlinks are provided as a courtesy When you follow a link to a 3rd party website, you are leaving this firms website and assume total responsibility for your use at these sites. If you continue to these sites, you do so with this understanding.

Master the Client Portal with Best Practice Tips

Use the Vault to Manage Your Financial Planning Documents and More<br/>

Use the Vault to Manage Your Financial Planning Documents and More

The vault is a space where you can safely and securely store the documents of significance in your life. It is your private place, but it can also be used to share documents with FJP as well as other partners you designate. We can help!

Learn More
Establish Your Monthly Budget Quickly

Establish Your Monthly Budget Quickly

Establishing a monthly budget is easier then you might think. Simply base your budget on your spending history and use the "Auto-Budget" utility. Don't have a lot of history established? No worries, start with what you have and make simple adjustments.

Get Started
Stock Options in Your Client Portal

Stock Options in Your Client Portal

Congratulations if you have earned stock options! Did you know you can utilize your personal client portal to account for the potential income and tax consequences, year by year? Work with your Wealth Manager on strategies to incorporate your stock options into your wealth management plan.

Locate Your Tax Documents in Your Personal Client Portal Vault

Locate Your Tax Documents in Your Personal Client Portal Vault

Your 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 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. 

Reference Other Client Portal Tips

See Tips Archive

Client Portal Training 

The training resources on the is page will help you learn how to get the most out of your Client Portal. You can also select Help in the upper right of the home page of your portal for additional resources.

Efficient Use of the Client Portal Webinar

Efficient Use of the Client Portal Webinar

View our recorded webinar where we address areas to gain Client Portal efficiency

Key Takeaways:

  • Bookmark
  • When to use Client Portal vs
  • Use the Vault for personal & shared docs
  • Set up Vault access to Tax Professional and Estate Attorney
  • Connect accounts and track your spending
  • Categorize your transactions including custom subcategories
  • Help has lots of resources or call Jennifer

A Guide To Getting Started - A step by step guide to get started with a login to your site.

Best Practices - Best Practices for using your Client Portal.

Connecting Accounts - Steps to add accounts to your Client Portal. Manage account connections with the NEW Connections Dashboard!

Investments - See account values, asset allocation and market news.

Stay Aware with Alerts - Use alerts to notify you of important dates, reminders and account and investment changes.

Interactive Cash-Flow Planning - The Decision Center will help you plan your financial future.

Spending - Track your spending and create a budget, all in one place.

Vault - A secure digital document storage repository.

Mobile Client Site - Access your Client Portal from an icon on your smart phone.

Security - Learn about the advanced security features and protocols to keep your data safe and private.

Screen Sharing - Use screen sharing with your advisor when meeting remotely.

Client Portal FAQs - Answers to frequently asked questions.

Client Portal Tips Archive - Reference our top tips in our archive.


Insights Newsletter

Insights Newsletter

Access the latest news, events, articles, announcements and past newsletter archives

Upcoming Events

Upcoming Events

Register for our upcoming events and invite your family and friends to join in!

Timely Financial Topics

Timely Financial Topics

Read our blog articles on timely wealth management topics and areas of interest

Contact Our Team

Contact Our Team

Contact your Wealth Manager or anyone on the FJP team. We love hearing from you!