Client Logins
Fairview Planning Portal
Your personal wealth management site. After working with your Fairview advisor, you can log in to view your assets, cash flows, other key financial information, and planning reports all in one place.
Fairview Investment Portal
A secure site for clients to view their investments and access quarterly reports and communications from Fairview.
Links to Account Custodians
Sites where you access official tax documents and monthly account statements.