Fidelity Login
Attention: The tool that you have used to access your account information, Account View, has changed as of October 1, 2013. You will now be able view your account information through Fidelity.com, linked below. If you have any questions or need assistance, please call our office at (949)251-9333 and we would be glad to help.
To access through Fidelity.com:
1) Click Customer Login from the top menu bar.
2) Select Register Now under New User option.
3) Enter the last 4 digits of our Social Security Number, First and Last name, and Date of Birth.
4) Create a username and password.