Private Client Log-in

At Fusion Family Wealth, we’re all about simplifying your financial life, so we’ve included a number of account access sources for your convenience.

Envestnet aggregates all account information in one place.

Fidelity Investments offers access to personal investment accounts custodied with them.

Pershing offers access to personal investment accounts custodied with them.

If you have not yet received your Username and Password for these sites,

please call us at:

Fusion Family Wealth office

516 206-1320