Bird Financial Advisors LLC

Client Access

Access your account at Fidelity

To access your account information at Fidelity you must first:

  • Use our Contact Form to request a user ID and password for the Fidelity web site.
  • Be sure to select "Account Access - Fidelity." in the drop-down box.
  • A representative will contact you with your user ID and password.
  • Once you have received your user ID and password, you can log into Fidelity's web site at www.fidelityaccountview.com
  • When you reach the log in page on the Fidelity's site, you will be prompted to change your password.

If you have already received your user ID and password, go directly to www.fidelityaccountview.com

View your performance reports

To access your performance reports online you must first:

  • Use our Contact Form to request a user ID and password.
  • Be sure to select "Account Access - Reports" in the drop-down box.
  • A representative will contact you with your user ID and password.
  • Once you have received your user ID and password, view your performance reports at Access performance reports

If you have already received your user ID and password, go directly to performance reports

Click here to link to your financial planning projections on Money Guide Pro.