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!
Quick Access to Additional Financial Connections
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Master the Client Portal with Best Practice Tips
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.
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.
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!
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.
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.
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.
View our recorded webinar where we address areas to gain Client Portal efficiency
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.
Access the latest news, events, articles, announcements and past newsletter archives
Register for our upcoming events and invite your family and friends to join in!
Read our blog articles on timely wealth management topics and areas of interest
Contact your Wealth Manager or anyone on the FJP team. We love hearing from you!