Client Access
Crownmark Wealth Advisors
Welcome to the Crownmark Wealth Advisors Client Portal—your secure, centralized hub for managing your financial world. This portal provides a consolidated view of your investment accounts, financial plans, and key documents, giving you seamless access to your wealth in one place. With real-time insights, performance tracking, and secure document storage, our platform ensures you stay informed and in control of your financial future. Log in anytime, from anywhere, to stay connected with your wealth and your dedicated Crownmark advisory team.
Goldman Sachs
Goldman Sachs Advisor Solutions is a brand of Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions (GSCS) and Goldman Sachs & Co. LLC (GS&Co.), which are subsidiaries of The Goldman Sachs Group, Inc. Custody, clearing and certain brokerage services are provided by GSCS, an SEC registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services offered by Goldman Sachs Advisor Solutions are provided by GS&Co., which is an SEC registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC
Fidelity
Fidelity Institutional℠ is a division of Fidelity Investments, providing clearing, custody, and investment management solutions through National Financial Services LLC (NFS) and Fidelity Brokerage Services LLC (FBS), both SEC-registered broker-dealers and members of FINRA and SIPC.
PKS
Purshe Kaplan Sterling Investments (PKS) is a registered broker-dealer, member FINRA/SIPC, headquartered in Albany, NY. Clearing and custody services are provided by National Financial Services LLC (NFS), a Fidelity Investments company and member FINRA/SIPC.