Performance Reporting.

Advisor View aggregates all account information in one place. Here you will access your quarterly reports from SevenBridge.

If you have any questions regarding logging into the Advisor View site, please call the SevenBridge Financial Group at 717-775-8662.

Click the Charles Schwab logo above to be redirected to your custodian’s website for access to your personal account information, including monthly statements, tax documents and current balances.

If you have any questions or problems logging on the Charles Schwab site, please call Schwab Alliance directly at 800-515-2157.

Click the Fidelity Investments logo above to be redirected to your custodian’s website for access to your personal account information, including monthly statements, tax documents and current balances.

To reset your PIN please call Fidelity directly at 800-343-3548 and for any other questions or problems logging on to the Fidelity Investments site, please call SevenBridge Financial Group at 717-775-8662.

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

Fidelity Investments is an independent company, unaffiliated with SevenBridge Financial Group. Fidelity Investments is a service provider to SevenBridge Financial Group. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by SevenBridge Financial Group and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

 
eMoney is a personalized planning tool that will assist us in providing the best strategic advice available to our clients with up-to-date and accurate financial information. This new interactive wealth management tool will track and monitor your financial plan on a daily basis.

eMoney’s services include:
  • Personal website with 24 hour access to all of your financial information
  • Account Aggregation with Budgeting
  • Online Vault for storing documents
  • Mobile account web access

Click here to view the eMoney video.

 
PCS is a retirement plan record-keeper that offers a true conflict free platform, combining state-of-the-art technology with an experienced and dedicated team of flexible retirement plans available. With no conflicts of interests, PCS monitors and tracks your plan data as to prevent any issues before they happen and highlight opportunities for enhancement.ideo.