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    Now you can easily monitor all your Fidelity Investments accounts, including those your advisor manages, from your desktop, tablet, or smartphone. Fidelity.com/portfolio is designed to provide you with the information and resources you need, virtually 24 hours a day, to help you work more effectively with your advisor toward your financial goals

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    eMoney
    eMoney is an innovative web-based financial software system providing account aggregation capabilities, 24/7 access to financial accounts, statements and reports and an electronic vault for storing important documents.
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    Account View by LPL Financial
    LPL Financial is the nation's largest independent broker-dealer as reported by Financial Planning magazine. AccountView by LPL Financial is your 24/7 online portal for account activity and paperless statements.
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    Schwab Alliance is a simple, fast, and secure client portal with 24/7 access to your financial account information held at Charles Schwab, including paperless statements and account activity.
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    Pershing
    Pershing’s NetXInvestor(TM) is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.
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    Fidelity
    Now you can easily monitor all your Fidelity Investments accounts, including those your advisor manages, from your desktop, tablet, or smartphone. Fidelity.com/portfolio is designed to provide you with the information and resources you need, virtually 24 hours a day.
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    Orion
    Bleakley uses Orion Advisor Tech, to provide a range of custom and turnkey reporting capabilities that help clients to understand and evaluate performance. Orion sets a new standard for accurate, comprehensive, and beautifully designed views of investment performance.
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    100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Contact Us P: 973.575.4180 F: 973.575.4055
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    Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

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