USE THE CLIENT PORTAL TO VIEW YOUR FINANCIAL DETAILS, RETRIEVE YOUR CHICORY WEALTH QUARTERLY STATEMENT, AND TO SHARE DATA SECURELY.
To sign into the Client Portal, click on the button to the left or click here. The client portal is an account aggregator, and as such, the data displayed may be subject to errors or interruptions. If you have any questions or concerns about something in your portal, please contact Dan Kirslis at [email protected]. To view your Chicory accounts directly, please use either the Fidelity portal or the TD portal below.
To directly access your accounts under Chicory Wealth management through Fidelity Investments® and see specific account activity, click on the logo to the right to go directly to the Fidelity log-in site.