Account Access
Pershing X / BNY Mellon
This website allows you to create the same investment reports you see in your meetings. Pershing X allows you aggregate and see all of your accounts (including accounts that are not Empower Financial Advisory brokerage accounts held at Fidelity Institutional) within one report. You can run reports from different time periods, and see the net returns of each account and each position within your accounts. Pershing X shows information that is generally on a 1-3 day lag depending on when you run the report. For example, reports run on Monday normally will have Friday's close of business numbers. Enjoy running your investment reports and if you need any help, let us know.
Fidelity Institutional
This website shows information for your Empower Financial Advisory/brokerage accounts at Fidelity Institutional. From this website, you can view current account balances, transactions within your accounts, access account statements, access tax records, as well as many other activities and information. Fidelity Institutional provides the most up to date information for your accounts.