We hold your investments at Fidelity’s Wealthscape Investor. This is where you log in for monthly statements, tax documents, etc. But, you can also see your positions and transactions within your account.
MyStrive Financial Planning portal. This is our communications and planning hub. It’s where we do our financial planning projections and share documents and reports. You are able to see your up-to-the-minute net worth, cash flow analysis, and your progress on all of the work we’re doing together.