Financial Planning

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    eMoney

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    This is one of our comprehensive online planning portals that allows you to aggregate all of your family assets or living balance sheet into a single plan. This system provides unlimited secure vault and online document storage, as well as, planning reports for financial goals, income distribution and estate distribution strategies.

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    RightCapital

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    This is our interactive online planning portals that allows you to aggregate all of your family assets or living balance sheet into a single plan. This system analyzes retirement (including social security), tax-efficient distributions, budgeting, debt, education and insurance planning. This interactive portal allows for clients to compare scenarios. This planning tool also has an app available on the App Store and Google Play.

    Download on the App StoreGet It on Google Play

Account Aggregation

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    CIRStatements

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    From this site, you will be able to view all of your accounts with Baker Wealth Management under a single consolidated login. Some of the account information available includes positions, transactions and performance from any computer 24/7.

Brokerage Portals

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    Fidelity (Formerly known as National Financial Services)

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    This is the custodian login for your Fidelity (Wealthscape) accounts. This website will allow you to modify your mailing preferences (electronic delivery vs. U.S. Mail) for confirmations, statements, customer correspondence, shareholder reports and prospectuses and tax forms. You can also access historical statements, confirms and tax documents. If enabled, you can transfer cash between your bank account and your brokerage account via the cash management system. Finally, there is the option of online trading via this system as well. This planning tool also has an app available on the App Store and Google Play – Wealthscape Investor

    Download on the App StoreGet It on Google Play

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    Pershing

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    This planning tool also has an app available on the App Store and Google Play.

    Download on the App StoreGet It on Google Play