As a client of Fragasso, you can receive free unlimited access to the Fragasso Client Portal. With online account access, clients have the availability to:
- View account balances and holdings
- Receive monthly statements and run a series of reports
- Take control of your full financial picture by linking a variety of assets and liabilities such as bank accounts, company retirement plans, mortgage loans and credit cards
- Stay connected to Fragasso with access to blog updates and The Advisor magazine delivered directly to the portal
To enroll in the Fragasso Client Portal, please contact your Client Account Specialist to request your custom enrollment link or complete the following form.
Clients can also access the Fragasso Client Portal on their mobile devices with the mobile app available for iPhone, Android and Windows phones! To download, search for “Fragasso Mobile” in the App Store or in Google Play. (You must first be enrolled in the desktop version of the Fragasso Client Portal before using the app.)