Client Accounts

Through your online portal, you have access to a convenient view of any strategies or products that we have implemented into your portfolio. You also have access to a variety of educational materials and resources to help you gain a greater understanding of your finances.

Select An Account:

Charles Schwab & Co.

IMPORTANT NOTICE: You are now leaving the "Blisk Group " Web site and will be entering the Charles Schwab & Co., Inc. ("Schwab") Web site. Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Blisk Group" is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. "Blisk Group" provides investment advisory services for your account. Schwab has agreements with "Blisk Group" through its affiliation with Spire Wealth Management and Spire Securities, under which Schwab provides "Blisk Group" with services related to your account. Schwab does not review the "Blisk Group" Web site, and makes no representation regarding the content of the Web site. The information contained in the "Blisk Group" Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Monitor your Fidelity Investments® accounts online, view your balances, holdings, and transactions on all of your Fidelity Investments accounts, including those you manage with your advisor.


‘Hypertext Links’ and/or ‘hyperlinks’ to or from other Internet sites, may be included at times as a convenience to the user. Such sites are outside the control of Pershing. Pershing and its affiliates assume no responsibility for the content of any linked site. The fact that such links may exist does not indicate approval, adoption, or endorsement of any material contained on any linked site, any services on such site, or the sponsoring organization of such site. PERSHING AND ITS AFFILIATES ARE NOT LIABLE FOR ANY HARM, DAMAGES OR LOSSES CAUSED BY ANY MATERIAL, INFORMATION, SERVICES OR A SPONSORING ORGANIZATION OF SUCH SITE, WHETHER ACTUAL, ALLEGED, CONSEQUENTIAL OR PUNITIVE.


Access brokerage account information, place orders and review vital account information – like balances, positions, order status, transaction history, statements and tax documents. Fidelity Clearing & Custody Solutions® is a service provider to Spire Investment Partners. Fidelity Investments® and Fidelity Clearing & Custody Solutions® are registered service marks of FMR LLC. WealthscapeInvestor is a service mark of FMR LLC. Fidelity Clearing & Custody Solutions® , an independent company not affiliated with Spire Investment Partners, provides clearing, custody and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 763035.2.0