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  • Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Client Portal

Client Resources

Financial Planning Hub

Login to Client Portal

FAQs

  • Your financial management website helps you organize, link, and monitor all your monetary and investment accounts for a comprehensive view of your whole financial picture.
  • Safely store and access important documents in the Vault.
  • Collaborate with your financial advisor through screen-share sessions.
  • Set goals and track your progress toward funding those goals.
  • View your complete financial picture on your smart phone.

Client Portal Help Docs

For additional information, log into the Client Portal and select Help in the navigation menu, or contact a member of your advisor’s team for assistance.

Investments Hub

Login to Fidelity

FAQs

  • View investment account balances, holdings, and transactions.
  • Download tax forms.
  • View and print statements.
  • Link bank accounts to your Fidelity account and transfer funds to and from linked accounts.
  • Set up delivery preferences for account statements, trade confirmations, prospectuses, and more.

Fidelity Help Docs

Where to find tax docs?​

Click Here to Enroll

Allegheny Corporate Communications eDelivery Enrollment

Allegheny’s Compliance Department offers electronic (paperless) delivery of important annual regulatory communications to our clients such as the FORM ADV Brochure and our Privacy Policy Notice. 

Please note: Completing this eDelivery consent form only applies to communications from Allegheny’s Compliance Department.

Click Here to Enroll

FAQs

Tax Hub

Important Tax Doc Dates

  • Retirement Tax Form (1099-R): January 16th
  • 1099 1st Mailing: January 24th
  • 1099 2nd Mailing, Info Only: February 7th
  • Preliminary Tax Reporting Statement: February 12th
  • 1099 3rd Mailing: February 21st
  • 1099 4th Mailing: March 11th
  • Retirement Tax Form (5498): May 15th

Note: Dates are subject to change due to unforeseen circumstances.

Where to find tax docs?​

Fidelity instructions

Log into your Fidelity account, and click Accounts and Trade > Documents > Statements > Tax Forms

Client Portal FAQs

A member of your advisor’s team will email you an invitation with all the details needed to register for the Allegheny Client Portal.
Website Registration Process PDF

After registering, you can access your Client Portal via the Client Login page on the Allegheny website at Client Resources.

Fidelity.com FAQs

To register for an online account on Fidelity.com, you will need to enable two-factor authentication. A verification code will be sent to the mobile phone associated with your account.

To set up online access, please visit the login page at www.Fidelity.com/portfolio and click the “Sign In” link located under the Log In box. You will need to enter the last four digits of your Social Security number, your first name, last name, and date of birth to complete your registration and create a username and password. Be sure to store your new credentials in a safe place.

If you already have a Fidelity.com account, please use those credentials to log in. The site will automatically merge your existing and new Allegheny Fidelity accounts.

For any issues while registering for Fidelity.com or logging in, please call 800-544-7595 and say “Tech Support” or “Electronic Channel Support” when prompted by the automated system. Support is available Monday through Friday from 8:00 AM to midnight ET, and Saturday from 8:00 AM to 6:30 PM ET.

New Client FAQ’s

Account Options

You have several options for managing your retirement assets:

  1. Leave the assets with your current employer.
  2. Roll the assets over to your new employer's plan.
  3. Transfer the assets into an Individual Retirement Account (IRA) with your financial representative.
  4. Cash out your assets. It's important to discuss these options with your financial advisor to ensure you understand any applicable fees and services.

Account Setup

You can rollover your assets through a direct rollover of cash or by transferring assets. For a direct rollover, you will work directly with your plan administrator, who will provide the necessary paperwork to process the distribution to your IRA. If you are opting for a transfer of assets (TOA), you will collaborate with your advisor. A TOA is a non-reportable and non-taxable transfer of cash or eligible securities from one account to another, provided both accounts have the same or compatible registration and account type.

Contact Information

Please contact a member of your Allegheny team. You can find team contact information on the Allegheny Advisor pages by clicking on your advisor's image or name. Each advisor's webpage also includes a Contacts List.
Allegheny Financial Group Advisors
Allegheny Investments Advisors

Fees

Allegheny's fees are based on the type of relationship chosen by the client. Our advisors will discuss the different relationship options with each client. For detailed information about Allegheny's fees and client relationships, please refer to the Customer Relationship Summary (Form CRS) and Form ADV Part 2A.
Customer Relationship Summary (Form CRS)
Allegheny Financial Group Form ADV Part 2A
Allegheny Investments Form ADV Part 2A

File and Money Transfer

Allegheny has several options enabling you to share documents with us.

  • If you have online access to your accounts, you can link your accounts directly to our financial planning software, and a member of your advisor’s team can assist you with the steps to follow. This link will only share the high-level details with us, such as the account balance and holdings within the account. Personal information, such as login credentials, beneficiaries, and account registrations/account holders, is not transferred into the financial planning software. You will have the option to specify sharing account transactions with Allegheny.
  • Your advisor’s team can provide you with a secure upload link to our server to safely transfer the documents directly to Allegheny.
  • You may send electronic copies via email or fax, or printed copies via the U.S. Postal Service.
  • Finally, you are welcome to have your accountant or attorney file share or email electronic documents directly to Allegheny. Discuss which option is best for you with a member of your advisor’s team.

Reports

As part of our commitment to sustainability, we encourage our clients to consider going paperless whenever possible by utilizing our digital reports. Your advisor can send you a password-protected PDF via email or upload a copy to your Vault on the Allegheny Client Portal. If you prefer a paper copy, we are happy to mail one to you. Click the link below to learn more about our green initiatives.

Go Green Initiative PDF

Fidelity Investments, Fidelity Brokerage Services LLC and National Financial Services LLC (together “Fidelity”) is an independent company. Fidelity is a service provider to Allegheny Financial Group and Allegheny Investments. 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 Allegheny Financial Group and Allegheny Investments. and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered service mark 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. 1073108.1.0
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