Client Portal Links
Our valued clients are provided secure, password-protected portals to access your financial documents and information from anywhere at any time.
Fidelity – Access your investment accounts at Fidelity.
eMoney – Access your financial planning documents, as well as your Client Vault to upload documents securely.
Tamarac – Access your quarterly reports.
Morningstar – Access your quarterly reports.
If you do not have access to AAFCPAs Wealth Management’s secure web portals, and would like to have access to your financial documents and information online, please contact your Wealth Advisor or Cheryl Melendy at 774.512.4085, email@example.com
50 Washington Street
Westborough, MA 01581
57 River Street, Suite 301
Wellesley, MA 02481
160 Federal Street, 16th Floor
Boston, MA 02110