Access account information (e.g., current account value, trade activity history, etc.), monthly account statements and tax documents, or go paperless, with Wealthscape.
Access a comprehensive portfolio performance view of various asset holding accounts that include select 529 plans, annuities and alternative investments.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Transitions Wealth Advisors is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide tax or legal advise.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.
Fidelity Investments is an independent company, unaffiliated with Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS). Fidelity Investments is a service provider to Kestra IS and Kestra AS. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied byt he information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kestra IS or Kestra AS and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.