Secure Account Access
Broadway Advisor Group holds client assets with independent custodians. Choose the custodian that holds your account to continue to their secure login. Not sure which one? Call us at (518) 477-3626.
Fidelity Investments
Log in to Fidelity NetBenefits / Fidelity.com to view balances, statements, tax documents, and activity for accounts custodied at Fidelity.
Log in to FidelityIBKR Client Portal
Log in to the IBKR Client Portal for positions, performance, trade confirmations, and reporting on accounts custodied at Interactive Brokers.
Log in to Interactive BrokersThese links open the custodian's own secure site in a new tab. Broadway Advisor Group never asks for your username, password, or one-time passcode by phone or email.