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Client Account Access

BANDER Secure Financial Website NEW!

As a valued client of BANDER Wealth Management we are pleased to introduce you to your new BANDER Secure Financial Website. This new website will provide you with:

  • An overview of your entire financial picture
  • Easy tracking of your investment accounts, personal spending, net worth, and more
  • Improved data and reporting
  • Consolidated Statements

This new tool replaces all other online access services previously provided for accounts managed through BANDER Wealth Management. This advanced software will allow us to better partner with you as we work towards accomplishing your financial goals and objectives.

Click here to Access My Current BANDER Secure Financial Website

Click here to Access My NEW BANDER Secure Financial Website

This software is designed to significantly increase your ability to track and monitor your entire financial plan. We encourage you to take full advantage of these new capabilities.

Ready for all the convenience of your very own Personal Secure Financial Website? Click below to contact our office and schedule a brief 10 minute tutorial on the features and benefits of this new tracking tool.

Risk Tolerance Analysis

BANDER Wealth Management utilizes Riskalyze. This is another powerful tool that we have to ensure that your portfolio aligns with your goals. The process starts with a risk number; a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals and how much risk is actually in your portfolio. Help us to better serve you by taking the risk tolerance survey by clicking the button below:

What's Your Risk Number?

Click on the Logo below to access your account at Fidelity Investments

Note: If this is your first time to login at Fidelity you can register at this site location by clicking the Register Now link under New User.