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Online Access

Online account access

Family Wealth Decisions Group currently provides online account access to our clients.

For sponsor company investment account access use the links below: 

National Financial Services if your account number(s) contains letters and numbers, you may register your online account directly on the website. 

Contact Our Office if your account number(s) contains only numbers so that we can set up your online registration for you. 

Online Account Support

Should you require assistance setting up or resetting your account, please contact our office. 

Family Wealth Decisions Group
Email: [email protected] 
Phone: 516-682-7521

Should you not be able to speak with one of your planners and you have a question about one of your accounts please find the following contact.

Service Center for Lincoln Brokerage and Lincoln Retirement Accounts
Asset Management for Fidelity Managed accounts and Retirement Accounts
Phone: 800-237-3813 Option 1, Option 2


Have a Question About Online Account Access? Contact Us

Thank you!