Client Portal Links
Our valued clients are provided secure, password-protected portals to access your financial documents and information from anywhere at any time.
Fidelity – Access your investment accounts at Fidelity.
eMoney – Access your financial planning documents, as well as your Client Vault to upload documents securely.
Tamarac – Access your quarterly reports.
If you do not have access to AAF Wealth Management’s secure web portals, and would like to have access to your financial documents and information online, please contact your Wealth Advisor or Cheryl Melendy at 774.512.4085, firstname.lastname@example.org
50 Washington Street
Westborough, MA 01581