Broker Check

CLIENT LOGIN

Our Process

The TC Wealth Management platform facilitates your complete wealth journey across all of your accounts.


Trouble logging in?  CLICK HERE

Log In to Client Portal
Our History

Using this login you can easily monitor all of your Fidelity Investments accounts, including those your advisor manages. 

Log In to Fidelity
Access your Account

Access your Account

The TC Wealth Management platform facilitates your complete wealth journey across all of your accounts. 

Trouble Logging in? CLICK HERE

Fidelity Login

Click Here for instructions on logging in for first time users. 

Login

Fidelity Investments and Fidelity Institutional® (together "Fidelity") is an independent company, unaffiliated with Concurrent Investment Advisors or TC Wealth Management. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by TC Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC.1076507.1.0.