Client Access

Colonial is not a depository custodian. We leverage the strength and infrastructure of major custodians to hold client assets and facilitate transactions on their behalf. As such, direct web access to your account is provided by your custodian.

Our primary institutional relationship is with Fidelity Investments. You may access your accounts using your log-in with Fidelity be clicking on the link below.

If you have selected a different custodian for your securities accounts, please navigate to their website to view your account(s).

Clients who have engaged our planning services have access to a personalized portal that allows us to collaborate making decisions with up-to-date and accurate financial information.


Available features include:

Personal website with information from numerous custodians
Account aggregation with budgeting
Financial planning reports and projections
Online vault for storing documents
Mobile account web access

Additional resources that may be helpful in utilizing the platform:

Vault Storage Checklist

Information Security Statement

Add Accounts Booklet

Creating A Bookmark On An iPhone

Creating a Bookmark on a Samsung Android Device

Hiding Duplicate Spending Transactions

How To Set Up Alerts

How To Upload To The Vault From A Mobile Device

Mobile Site Overview

Organizer Overview

Self Registration Process

Spending and Budgeting

Website Overview

EMoney Security