To view your portfolio, your brokerage custodian's web platform is available whenever and wherever you are:

Fidelity

     For reports helping you organize the entirety of your assets, financial goals and budgeting, inclusive of your brokerage accounts, retirement plans, savings, loans and more, we are proud to offer you access to the:
​
  my Penny Dashboard

as a complimentary, secure online service.
Please call for setup. Contact us for further details.