Client Logins

First National Advisors 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 

Schwab Learning Center


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