View your financial picture with an integrated and interactive reporting dashboard and access your document vault.

View all your finances including your 401k, annuities, 529 plans, documents in your Vault, cash flow projections, insurance summary, net worth statement, and TD Ameritrade or Charles Schwab account.

View real time values and holdings of your Charles Schwab accounts, monthly statements, confirmations, tax forms.

View real time values and holdings of your Fidelity Investments accounts, monthly statements, confirmations, tax forms.

Fidelity Investments (“Fidelity”) is an independent company, unaffiliated with Visionary Wealth Advisors (“Visionary”). Fidelity is a service provider to Visionary. 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.  1067006.1.0.