Client Logins
Click to access your personal financial planning inputs, any externally linked accounts and document vault where you can securely share documents back and forth with your Echo45 Wealth Management Team. You can also access your portfolio holdings, current value, performance reporting and any additional information Echo45 Advisors has posted to share with you. You can access your account statements, view information for all accounts under our management, schedule appointments with your planning team, and more!
Stay connected and enjoy all the features of your new Echo45 Portal from the palm of your hand —wherever you are. Download the Echo45 Advisors Mobile App on your Apple or Android smartphone for easy on-the-go access. If you have an iPhone, you can even secure your login with Touch or Face ID.
Direct Custodian Websites
Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with Echo45 and the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1204503.1.0. Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. Fidelity Investments & Pyramid Design is a registered service mark of FMR LLC.