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Access Your Account

At High Falls Advisors, we’re committed to providing the information, tools and technology you need to manage your finances today and as they change over time. We know information accessibility and security are essential in today’s fast-paced environment. That’s why we regularly upgrade our systems and invest in technologies to ensure access to your account information where and when you need it. Whenever you need additional support, we’re just a phone call or email away.


HFA Client Portal

View your investment reports and performance reports, and securely exchange documents in a shared vault.

LOGIN

MoneyCenter Website

Review your financial plan, update your goals and create new scenarios to discuss with your advisor.

Login


Fidelity Accounts

Visit the Fidelity website (our custodian) to see real-time balances and beneficiary information.

Login

SafeSend Returns

Securely share tax documents with us via email. 

Send Files


Please note, new users of our Client Portal must register for access. For security reasons, your advisor will guide you through the process. To request a one-on-one tutorial of our systems, please contact us.

Learn more about SafeSend Returns® for Tax Return Delivery.