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.
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.
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.