Client Login

At Clapboard Hill Private Wealth, we pride ourselves on the close relationship we have with each of our clients. We also believe being on the forefront of technological innovation and transparency is crucial to our investment and service platform. In accord with that notion, we offer our clients 3 ways to view accounts, interact with client reports, and view current performance and asset allocation reports and infrastructure. Please see below for links to access Fidelity's custodial website, the eMoney financial planning website, and the Orion website. Please do not hesitate to reach out if you have any issues with logging in or would like to set up a screen-share for navigation support, as we are here to help.

Fidelity

Account Login

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eMoney

Financial Planning Portal

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Orion

Performance Reporting Portal

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