800-473-4012   734-261-4011
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We value you as our client. As part of our commitment to personalized customer service, we want to provide you with the information you need to stay on track to reach your goals and dreams. We have set up our Client Center to enable you to easily access the most current information whenever you want or need to find out more about your account.

 

Of course, if you have any personal questions, we want you to feel free to call us at (734) 261-4011.

 

To set up your Client Center, simply follow the steps provided. If you have any questions, please call and we will help you with the process.

 

Log-In:

Client Portal Lockbox Log-In

First Clearing Online Access

Fidelity Online Access

 

Instructions:

First Clearing Online Access Setup Instructions

Fidelity Online Access Setup Instructions

 
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