Broker Check

Client Account Access

For individual investors working with Fidelity Investments use: www.fidelity.com 

(also available on your iPhone - download the Fidelity Investments app):  

For 401(k) clients at Fidelity Investments use: www.netbenefits.com

For 401(k) clients at American Funds with a plan id using the prefix IRK use: www.americanfunds.com/retire

For all other 401(k) clients at American Funds with a different prefix use: www.myretirement.americanfunds.com 

For online access to all other custodial relationships please call us at the office to set-up or if you need assistance gaining access please call 330-225-9892 


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here with you are leaving this site. Triad Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Financial Directions web-site and assume total responsibility and risk for your use of the sites you are linking to.