View Your Accounts

Parable Client Portal — Coming soon!

We’re excited to offer a comprehensive view of your financial planning and investment management relationship with our team soon.

In the meantime, please access your accounts using the links below.

  Fidelity

View your Fidelity managed investment accounts.

Fidelity also offers a mobile app: Apple App Store & Google Play Store

  Thrivent

View your Thrivent insurance, annuities and mutual funds.

Thrivent members can also direct Thrivent Choice Dollars and apply for Action Teams once logged in.

  Wealthscape

View your retail brokerage accounts through National Financial Services, LLC by logging in through Wealthscape Investor.