Create a Financial Plan & Fee-Only Investment Help

Resources

Gold Medal Waters offers a number of free client access services that provide convenient and timely online access to your account data, performance data, the economy and markets, and breaking news in the financial world. Through our client account access services, you are able to:

View your portfolio information and your financial planDownload your account information directly into Quicken* or Microsoft Money*

Client Portal

This service allows complete collaboration between Gold Medal Waters and its clients. It also allows clients convenient access to all the sites below and provides a place to store login information, important files.

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Portfolio Access

This service allows clients to access their account information 24 hours a day, seven days a week. Clients can view account holdings and account statements. They can also access Fidelity research reports, market data and news stories. It also allows clients to pay their bills electronically and see their total net worth.

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Donor-Advised Fund Access

This service allows clients to access their charitable account information 24 hours a day, seven days a week. Clients can view account holdings and account statements. It also allows clients to pay their qualified charities electronically.

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Financial Plan Access

This service allows clients to access their current financial plan 24 hours a day, seven days a week. Clients can view goals, financial profile, budget, and asset allocation.

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Portfolio Performance Access

This site provides our wealth management and asset management clients a convenient way to track their portfolio's performance.

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401(k) Access (for our retirement plan / plan sponsor clients only)

If Gold Medal Waters oversees your 401(k) employer-sponsored plan, you can access your plan information 24 hours a day through this Web site. View your account holdings, change your current and future investment holdings, update your withholding rate, and review information on the benefits of 401(k) plans.