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ACCOUNT ACCESS

Account Access​

Need to check a statement or access your portfolio? Please check with your financial advisor to verify what account access system you should use. If you have any questions regarding your accounts or statements, please contact your representative directly for assistance.

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Client Source Account Access

You will need your Client Source username, password, and you must select your representative’s name from the drop-down list. If you have any questions regarding accessing or the information posted in this system, please contact your account representative.   
 

Access Your Client Source Account Now

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National Financial Account Access

Wealthscape is the Account Management system for National Financial brokerage accounts. Wealthscape is a complete web-based platform that includes account access and research functionality.    

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Enrolling is easy! Visit the site to learn how. 

View the Website | Quick Reference Card 

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Some links open in PDF (.pdf) format which requires the Adobe Acrobat Reader plug-in. If you do not have Adobe Reader

installed on your workstation, you can download a free copy from Adobe through this link.

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Address

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

Check the background of this financial professional on FINRA's BrokerCheck

Contact

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PRIVACY POLICY  |  BUSINESS CONTINUITY PLAN  |  NATIONAL FINANCIAL ORDER ROUTING  |  REVENUE SHARING DISCLOSURE  |  408(B)(2) DISCLOSURE
COMMISSION SCHEDULE  |  BROKERAGE FEE SCHEDULE FORM CRS CUSTOMER RELATIONSHIP GUIDE
PRIVACY POLICY - INFORMATION SHARING OPTIONS
FIDELITY INVESTMENTS IS AN INDEPENDENT COMPANY, UNAFFILIATED WITH SIGMA FINANCIAL CORPORATION (SIGMA), A BROKER-DEALER; SIGMA PLANNING CORPORATION (SPC), A REGISTERED INVESTMENT ADVISOR; OR EITHER FIRM’S INDEPENDENT REPRESENTATIVES, SUCH AS YOUR FINANCIAL ADVISOR. FIDELITY INVESTMENTS IS A SERVICE PROVIDER TO SIGMA, SPC, AND THEIR REPRESENTATIVES.
 
THERE IS NO FORM OF LEGAL PARTNERSHIP, AGENCY AFFILIATION, OR SIMILAR RELATIONSHIP BETWEEN SIGMA, SPC, OR YOUR FINANCIAL ADVISOR AND FIDELITY INVESTMENTS, NOR IS SUCH A RELATIONSHIP CREATED OR IMPLIED BY THE INFORMATION HEREIN. FIDELITY INVESTMENTS HAS NOT BEEN INVOLVED WITH THE PREPARATION OF THE CONTENT SUPPLIED BY SIGMA, SPC, OR YOUR FINANCIAL ADVISOR AND DOES NOT GUARANTEE OR ASSUME ANY RESPONSIBILITY FOR ITS CONTENT. FIDELITY INVESTMENTS IS A REGISTERED SERVICE MARK OF FMR LLC.

FIDELITY CLEARING & CUSTODY SOLUTIONS℠ PROVIDES CLEARING, CUSTODY, AND OTHER BROKERAGE SERVICES THROUGH NATIONAL FINANCIAL SERVICES LLC OR FIDELITY BROKERAGE SERVICES LLC, MEMBERS NYSE, SIPC.
SECURITIES OFFERED THROUGH SIGMA FINANCIAL CORPORATION. MEMBER FINRA AND SIPC.
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