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Access Your Accounts

Please use links below for access to our portal and partner sites. Please contact our office at (904) 600-5920 with any questions related to your accounts. 


Client Portal

The portal for Carr-Hart-Neeley team clients provides up-to-date online access to your specific investment account information. If you are having trouble accessing the client portal, please contact our team. 

 Client Portal


Fidelity.com

Logging in to Fidelity.com allows you to view detailed data about your holdings, see account history and balances and download custodial statements. If you do not yet have a Fidelity.com account, please contact our team.

 Fidelity.com