Easy Access To Your Accounts
Convenient Account Access for Our Valued Financial Planning Clients
Welcome to NorthStar Wealth Management's dedicated account access page, designed exclusively for our esteemed financial planning clients.
We understand that managing your wealth involves staying informed and in control of your various accounts. That's why we've streamlined the process by providing you with a centralized platform to access your account information from the companies we do business with, all conveniently located right here on the NorthStar Wealth Management website.
Easy Navigation, Comprehensive Information:
No more juggling multiple websites or login credentials. With our account access feature, you'll have a user-friendly dashboard that allows you to seamlessly navigate through your accounts. Whether it's investment holdings, retirement accounts, or insurance policies, you'll find comprehensive information at your fingertips.
Fidelity Advisor Accounts
Fidelity Advisor 529 Accounts
Variable Insurance Product Accounts
Liquidity Management Accounts
The North Carolina Capital Management Trust (NCCMT)
Ocean State Investment Pool (OSIP)
We believe every investor deserves to work with a firm they can count on. At Schwab, our commitment to your satisfaction is backed by a guarantee. If for any reason you're not completely satisfied, we'll refund any eligible fees or commission1. You won't find that kind of promise everywhere—but you will find it here. (Charles Schwab)