Investor Resources

My Account - Fidelity Clearing & Custody Solutions

BPI has partnered with Fidelity Clearing & Custody Solutions via Wealthscape to hold customer accounts and allow them online access to their brokerage accounts. We have included some links below to help you better understand your investments as well as your statement and how to utilize their online system to your greatest benefit.

Fidelity Clearing & Custody Solutions
How to read your Statement
Fidelity Clearing & Custody Solutions Privacy Statement

Online Access Information

Wealthscape Investor for Fidelity National Financial Online Access
Wealthscape Investor for Fidelity National Financial iPhone App

 

Investor Education

FINRA

One of FINRA's main goals is to protect the investing public. They publish information to provide you-the investor-with the tools you need to avoid problems in today's complex world of investing. We have included some informational links below but feel free to browse their website for additional information.

About FINRA
FINRA Investor Information
Fighting Fraud 101
Tips for Protecting your Identity
FINRA Broker Check
Fraud Risk Meter
FINRA Scam Meter
Retirement Calculator
Loan Calculator
FINRA's Investor Education Tool

BPI works with Shred It for destroying confidential information and is available to our clients.