Welcome to the Compass Financial Group Client Account Access page, where we provide our clients with access to financial accounts, financial reports, and monthly statements.  With 24/7 availability in a convenient and secure location, you can safely view your financial information any time you’d like.

If you need assistance with any of the below links, please reach out to us using the contact form provided and we’ll be happy to help you.

Compass Financial Center

This portal will function as a place to view your aggregated quarterly investment performance reports and NFS/Fidelity (Westminster) account statements & tax documents. It will also function as a secure document portal. 

Wealthscape Investor (NFS Account Access)

For our clients to access their NFS accounts.

Insurance and Annuities

For our clients to access their insurance and annuity information.

Firm Documents