Your Account Access

Bleakley Financial Group works with premier providers throughout the financial services industry to provide a broad range of support and value-added services. We have formed strategic alliances with industry leaders in their disciplines which include custody, account maintenance and reporting and account aggregation services. By clicking on the appropriate service provider link below, you will be redirected to a secure log-in page to access your personal account information.

Client Relationship Summary ¦ Privacy Policy

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

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.

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.

Charles Schwab

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.

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.

Fidelity

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.

100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Contact Us P: 973.575.4180 F: 973.575.4055

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.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.

Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

Client Relationship Summary ¦ Privacy Notice ¦ ADV Part 2A Brochure ¦ ADV Part 2A Wrap Brochure

Your Account Access

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