Client Login

    Client Portal Login
    Your personal financial management website enabling you to organize, link, and monitor all your monetary and investment accounts for a consolidated view of your whole financial picture.
    LOGIN TO CLIENT PORTALLearn More About Client Portal

    About the Client Portal

    Allegheny’s interactive Client Portal is your personal financial management website enabling you to organize, link, and monitor all your monetary and investment accounts for a consolidated view of your whole financial picture. In addition, you can:

    • safely store and access your most important financial documents;
    • collaborate with your financial advisor through a screen-sharing sessions;
    • set budgets and track your spending through the site’s budgeting tool;
    • view your complete financial picture conveniently on your smartphone.
    Wealthscape Investor Login
    Visit Wealthscape Investor for access to the latest information on your accounts held with our brokerage partner, National Financial Services.                                                                                        
    LOGIN TO WEALTHSCAPE INVESTORLearn More About Wealthscape Investor

    About Wealthscape Investor

    Much like your online banking website, Wealthscape Investor provides secure access to your current positions, account balances, transaction history, and tax documents. Download the app on your mobile device or go directly to the website for 24/7 access.

    Fidelity Login
    Visit Fidelity.com. for access to the latest information on your accounts held at Fidelity Investments.                                                                                                                                                              
    LOGIN TO FIDELITYLearn More About Fidelity

    Fidelity.com is designed to provide you with the information and resources you need, virtually 24 hours a day, to help you work more effectively with your advisor toward your financial goals. Fidelity Investments provides clearing, custody, or other brokerage services to Allegheny Financial Group through Fidelity Brokerage Services, LLC. Member NYSE, SIPC.

    Allegheny eDelivery Enrollment
    Allegheny Financial Group & Allegheny Investments are proud to offer electronic (paperless) delivery of any pertinent information and correspondence regarding your client relationship.
    Learn More and Enroll for E-Delivery

    Wealthscape Investor℠ is a service mark of FMR LLC.

    Fidelity Investments, Fidelity Brokerage Services LLC and National Financial Services LLC (together “Fidelity”) is an independent company.  Fidelity is a service provider to Allegheny Financial Group. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Allegheny Financial Group. and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1073108.1.0