Sovereign Financial Group, Inc. - fee-only financial advice.
3737 Glenwood Avenue, Suite 100, Raleigh, NC 27612
Phone: 919-573-6110
Toll Free: 866-455-1676
email: discover@sovereignfinancialinc.com

Landfall Business Center, Wilmington, NC
Phone: 910-509-1676

 
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.: FOR OUR CLIENTS :.


Access Your Account

Please Note: While we like our clients to be well informed about their accounts, we do not encourage you to look at your account balances every 14 minutes, every hour, every day or even every week. With the exception of a major down or upturn in the markets, the weekly fluctuations in your account are simply "noise" that have little effect on your ability to meet your long-term financial goals.

Having said that, it's easy to check your accounts! If you have a fee-based wealth management account through Sovereign Financial Group you may access your account information online.


Please choose your investment account custodian to view your managed investment accounts:

Click here to access your FISERV account information

If you have not yet signed up to view your FISERV accounts online, you may follow the self-registration process. Please contact your advisor if you require detailed self-registration instructions.

Click here to access your Fidelity account information

If you have not yet signed up to view your Fidelity accounts online, please contact your advisor for a login and password.


Access Your Financial Plan and Aggregated Financial Accounts

Click Here to Access Your Financial Plan and Aggregated Account View