Client Portal Links

Our valued clients are provided secure, password-protected portals to access your financial documents and information from anywhere at any time.

Client Portal - Fidelity

Fidelity – Access your investment accounts at Fidelity.

Client Portal - eMoney

eMoney – Access your financial planning documents, as well as your Client Vault to upload documents securely.

Client Portal - Tamarac

Tamarac – Access your quarterly reports.

Contact Us

50 Washington Street
Westborough, MA 01581

508.366.9100 phone

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,