Client Login

One Plan

For access to your One Wealth Financial Plan and Projections

Login

One Portfolio

For access to your One Wealth Financial Plan and Projections

Login

One Vault

For detailed information and access to your One Vault portal

Login

One Philanthropy

For access to your charitable gift fund accounts

Fidelity Charitable

One Education

For access to your college savings plans

Fidelity 529

One Custody

For the official books and records of your accounts

Fidelity