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Account Statements

Fidelity

An independent custodian, Fidelity provides an online portal to view account activity, statements and year-end tax reports.

Pentegra

An independent custodian, Pentegra serves our collegiate Texas ORP business and allows you to view account activity, statements and more.

Quarterly Performance Statements

Morningstar enables you to view your asset allocation, returns for the quarter, as well as the Morningstar ratings on your funds.

Financial Planning

eMoney allows you to take a more active role in the management of your wealth and organize your financial life. It provides a view of total asset allocation, cash flow and net worth.

Fidelity Investments is an independent company, unaffiliated with M.C. Byrd Wealth Management, LLC  or Morningstar Inc. Fidelity Investments is a service provider to M.C. Byrd Wealth Management, LLC.

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 by M.C. Byrd Wealth Management, LLC and does not guarantee, or assume responsibility for its content.

Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.

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