Account Resource Guide

Transcription

1 Account Resource Guide black diamond (portfolio view) Your name here Fidelity (Account view) e-money (planning view) madisonparkca.com (MPCA) 601 Union Street, Suite 4200, Seattle, Washington 98101

2 Account Resource Guide getting started At Madison Park Capital Advisors, we provide you with a number of online tools that give real-time, in-depth views into your personal financial plan, investment accounts, and other assets. These tools, in concert with our personal relationship with you, provide you with a holistic view that helps you best understand your personal financial picture. When you establish an account with MPCA, we will get you started with each of these three important sites. With the exception of Fidelity, MPCA will establish your log-in credentials and will securely provide them to you. Learn more! Learn more by checking out the remainder of this document, or contact us at any time, as we are here to help! Access the sites! You can access the sites via the Login tab on our website or by clicking on the links to the left. Questions? We will gladly provide as much help as is needed to get you familiar and comfortable with these powerful and important resources.

3 The purpose Fidelity serves as the custodian for the funds you invest through MPCA. This is where you can easily view your accounts, access statements, and more. Establishing your online user credentials Shortly after you establish your account, you will receive an from Fidelity prompting you to create a username and password. Follow the instructions on the following page of this guide to establish your online account. Be sure to check out the mobile app as well! Available for ios, Android, and Windows Phone Learn more at Access Fidelity

4 GETTING STARTED: LOG IN New to Fidelity.com? If you ve never logged in to Fidelity.com, click from the top menu bar, then select Register Now under New User. You ll need to enter the last 4 digits of your Social Security number, and your first name, last name, and date of birth, to complete your online registration and create a username and password. To view and monitor your accounts online, simply log in: 1. Enter your username. DELIVERY PREFERENCES For a smart way to help save time and get organized, sign up for edelivery of your account statements, trade confirmations, prospectuses, and shareholder reports. edelivery allows you to receive an notification that a document is available for viewing on Fidelity.com. Fidelity s enhanced edelivery is safe, secure, and easy to use, and allows you to control delivery preferences for documents related to your accounts. To select edelivery, click Accounts & Trade, then go to Statements. Under Account Settings, click Edit to the right of Delivery Preferences, select edelivery. Top Things to View and Do on Fidelity.com The Fidelity.com Advantage Now you can easily monitor all your Fidelity Investments accounts, including those your advisor manages, from a single, 2. Enter your password. 3. Click Log In. Need Help Logging In? From the Log In page, click Having trouble with your username or password? to reset your username or to look up your password. VIEW AND PRINT STATEMENTS Get up to 24 months of statements and confirms online. Click Accounts & Trade, then go to Statements. Questions? Contact your advisor with any questions on the accounts they manage. FIDELITY.COM User Guide secure Web site. Fidelity.com is designed to provide you with the information and resources you need, virtually 24 hours a day, to help you work more effectively with your advisor to help meet your financial goals. All third-party companies mentioned are independent organizations and are not affiliated with Fidelity Investments. All screenshots are for illustrative purposes only. Full View and the Fidelity Investments and pyramid design logo are registered service marks of FMR LLC. The third-party marks appearing herein are the property of their respective owners. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC Stay connected with Fidelity. Go to Fidelity.mobi to access Fidelity Mobile.

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6 The purpose This is a world-leading financial planning tool that will allow us to gain a complete understanding of your current financial picture, make projections into the future, and stress test for various scenarios. In addition, it is a great asset aggregating tool that allows you to view all of your accounts, including those held outside of MPCA, in one convenient spot. Establishing your online user credentials Your name here MPCA will securely send you temporary login credentials. Once online, you will be prompted to set a new password and answer a few security questions. Access emoney

7 The purpose This tool is utilized to report on the performance of your investment portfolio. You can log in at any time, and we will also use this tool in generating reports for our quarterly performance reviews. Establishing your online user credentials We will establish your login credentials. You will then receive an from Black Diamond prompting you to log-in. Access Black Diamond

8 We hope you have found this guide to be a good start towards understanding the powerful tools now at your disposal. Questions? Please contact us at any time to learn more about these tools and the information found within them! We are here to help! T: Contact us Chris Featherstone chris@madisonparkca.com Jeff Mullen jeff@madisonparkca.com Andrew Barfoot andrew@madisonparkca.com Version 1.2 ( )