Client Logins
First National Corporation provides clients with secure, online access to important account information, as well as easy access to Charles Schwab and Fidelity's secure login. If you are a current client and do not have your login ID and password on hand, please contact us to obtain your account information.
Client Portal -- As of Fall 2020, newest way for clients to monitor the portfolios we manage. TIP: Make sure fncadvisor.com and envestnet.com are whitelisted (i.e. not blocked) by your email provider.
Wealth Management System Login -- Our comprehensive financial planning portal. See Further Information Section below.
Schwab Alliance -- Direct Access to your Schwab Account.
Fidelity-- Direct Access to your Fidelity Account.
Quarterly Performance Report Archive -- Via ShareFile. This archive will sunset in 2021 as the new Client Portal replaces it.
Fiduciary Vault for Retirement Plan Sponsors-- Via ShareFile. Contains company retirement plan information.
FURTHER INFORMATION
Wealth Management System Introductory Video
Wealth Management System Overview
Wealth Management System Add Accounts
Wealth Management System Security