My Account

As part of our personalized portfolio management and 401(k) services, we offer state-of-the-art account management tools and convenient, 24/7 access. Sign in to access your accounts, anytime, anywhere.

Can’t find what you need? Contact our team of financial professionals at any time to ask questions and to get expert advice on how to achieve your financial goals.

My Account

Individual Client Accounts

Use MoneyGuidePro to view your financial plan and make updates as needed.

Log in to NetXInvestor to view your account balance, activity, holdings and documents. (No trades may be placed through NetXInvestor.)

Use the Morningstar Client Web Portal to view performance reports for your accounts.

401(k) Management Accounts

If your 401(k) is held at Fidelity, please log in here to view your account.

If your 401(k) is held at American Funds, please log in here to view your account.

If your 401(k) is held at BPAS, please log in to view your account.

If your 401(k) is held at The Standard, please log in here to view your account.

MoneyGuidePro

As a client of Richard Brothers, Financial Advisors ("Company"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Click "I Agree" below to continue to MoneyGuidePro.com. If you do not wish to continue to MoneyGuidePro.com, click the X in the upper right corner of this box.

I Agree

NetXInvestor

As a client of Richard Brothers, Financial Advisors ("Company"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Click "I Agree" below to continue to NETXInvestor.com. If you do not wish to continue to NETXInvestor.com, click the X in the upper right corner of this box.

I Agree

I Agree

Morningstar

As a client of Richard Brothers, Financial Advisors ("Company"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Click "I Agree" below to continue to Morningstar.com. If you do not wish to continue to Morningstar.com, click the X in the upper right corner of this box. 

I Agree

Fidelity

As a client of Richard Brothers, Financial Advisors ("Company"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Click "I Agree" below to continue to Fidelity.com. If you do not wish to continue to Fidelity.com, click the X in the upper right corner of this box.

I Agree

American Funds

As a client of Richard Brothers, Financial Advisors ("Company"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Click "I Agree" below to continue to AmericanFunds.com. If you do not wish to continue to AmericanFunds.com, click the X in the upper right corner of this box. 

I Agree

BPAS

As a client of Richard Brothers, Financial Advisors ("Company"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Click "I Agree" below to continue to BPAS.com. If you do not wish to continue to BPAS.com, click the X in the upper right corner of this box.

I Agree

The Standard

As a client of Richard Brothers, Financial Advisors ("Company"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Click "I Agree" below to continue to Standard.com. If you do not wish to continue to Standard.com, click the X in the upper right corner of this box.

I Agree

Nationwide

As a client of Richard Brothers, Financial Advisors ("Company"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person.  I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Click "I Agree" below to continue to Nationwide.com. If you do not wish to continue to Nationwide.com, click the X in the upper right corner of this box.

I Agree