Fragasso Client Portal

As a client of Fragasso, you can receive unlimited access to view your investment activity.

 

With online account access, clients have the availability to:

View account balances and holdings
Receive monthly statements and annual tax forms
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
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Fragasso Mobile

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.)

iPhone
Android
Fragasso Client Portal Mobile App Image