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Portals

Fidelity Portal

Fidelity clients – view your account(s) market value, recent transactions, statements and more.

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Wealthscape Investor Portal

NFS clients– view your account(s) market value, recent transactions, statements and more.

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eMoney Portal

Investment Advisory clients – access eMoney to see your entire financial picture in one place.

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ShareFile Portal

All clients – have a Barrett & Company ShareFile account? Log into it here.

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Secure File Drop

Need to send us something? Send it securely through our secure file drop.

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ADP Retirement Services


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American Funds Retirement Plans  

(Plan ID begins with IRK)

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American Funds Retirement Plans 

(Plan ID begins with 135 or 136)

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Ascensus Retirement Plans

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CollegeBound 529 Plans

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Voya Retirement

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