Broker Check



Thank you for your patience!  Account data for Orion Portfolio Solutions is now flowing to the proper link below. As noted, we may have to create links and/or households so that accounts that may be held with multiple custodians and more than one family member appear under one login. 

You will need to establish a new login, (your prior login and pw will not allow you to view your assets) simply email us during the business week at and one of us will forward you an access login that will be valid for 24 hours. 

For all other client accounts, i.e. NFS, etc., we are working expediently to assist you in moving your account to our new broker/dealer firm.  

Again, thank you for your patience, your confidence and trust.

Use the secure links below 24/7 to view your accounts:

To view a summary of your accounts with more than one custodian using your personal login credentials, updated daily:

To directly view your investments at TD Ameritrade/(Orion Portfolio Solutions): 

To directly view your investments at Fidelity Custody & Clearing (NFS):

If you are having trouble or need help with your username and/or password, or would like to set up access, contact us at 401-433-1100 or e-mail:

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.