Client Online Access Portal

SC&H Financial Advisors

SC&H Financial Advisors provides wealth management and tax planning & preparation services using a goal-oriented, time-specified plan to help our clients achieve their financial goals. If you are an SC&H Financial Advisors client, please access your account information below.

Personal Finance Dashboard

Login

Login to view your financial roadmap, store important documents on the vault, and manage your budget and spending at a glance.

Performance
Reporting

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Login to access your quarterly reports.

Fidelity
Investments

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Login to view your account positions and history, view your monthly statements, and retrieve important tax documents.

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