Cardinal Wealth Management provides two online platforms for our clients; Fidelity Account View and Client Portal.
Please click the links below to log in and view your financial accounts.
View all of your Cardinal Wealth Management financial accounts held at Fidelity, their holdings, recent trades, cost basis, and performance. Here you can access monthly statements, tax forms, and use proprietary research tools. Download the mobile application and access on the go!
Your Personal Financial Management website to view and manage all of your Cardinal Wealth Management accounts and linked outside financial accounts for a consolidated view of your entire financial picture. This software allows you to view your entire net worth, create financial plans, budget, track spending, access your personal Vault, and much more!