Address: 5400 Connecticut Avenue, Suite 100
  La Mesa, CA 91942
Phone: 619-697-2684
Fax: 619-697-8257
Email: info@davis-seiley.com

WealthView

San Diego Balboa Park
San Diego Gaslamp
San Diego Downtown

Log-Ins

DSWM WealthView

Your Personal Financial Website

A complete financial picture of you; all of your accounts in one place, continuously updated and accessible from anywhere.

Here is a video summarizing the uses of WealthView. https://youtu.be/7aR3_90kaCo

We are in the process of rolling out this site to clients this year.  If you're not familiar with WealthView yet and want to find out more please contact Janelle McCreary 619-697-2684.

Access Site

 


Fidelity Login

Fidelity's site provides up to date account values, access to statements, account history and more. This is where you'll want to login to get your tax forms and historical statements. Click here for a brochure that outlines common tasks on Fidelity.com.

Access Site

 


Morningstar Web Portal

Morningstar tracks performance of all accounts we manage for you. These performance reports really dive into the nuts and bolts of your accounts in detail.
The following is a video that will walk you through the Morningstar reports. To see that, go to http://youtu.be/T6vm3DeyJec.

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Davis & Seiley Wealth Management Inc., an SEC Registered Investment Adviser

 

Fidelity Investments is an independent company, unaffiliated with Davis & Seiley Wealth Management, Inc. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied in the Davis & Seiley Wealth Management, Inc. site and does not guarantee or assume any responsibility for its content. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. E review # 571463.1.0
 
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