Dear Opus Wealth Management clients,
Below are the links to the various portals that you can use to stay on top of your planning.
The Wealth Management Hub
This website allows you to link all of your accounts to show a live and consolidated balance sheet. We see your balances so this allows for much quicker updates during your planning updates. You can also create and maintain a budget.
This portal will allow you to see your portfolio performance numbers. It also allows you to link all of your accounts to show a live and consolidated portfolio asset allocation.
If you prefer to go to your custodian’s website you can access it here.
*Warning* – your cost basis on the Fidelity website is not the amount of money you put into a security/fund. It is the amount you put into an investment AND all the distributions from that security that have been reinvested over possibly years. It is possible that you have very nice rates of return on a security and your cost basis is above the current market value!