Truepath Financial clients enjoy online access to portfolio data, quarterly reports and other secure documents. Soon you will be able to enjoy access to all of these via one login to Truepath's secure client website. In the interim, Truepath clients may visit Fidelity's "Account View" to review portfolio information and separately login to Truepath's secure client website to view "My Document Center" and access quarterly reports and other secure documents.

• Truepath's Secure Client Website - Truepath Financial clients may access portfolio data and encrypted client documents online with Truepath Financial's secure client website
  

• Fidelity's Account View - access to portfolio data (balances, positions and transaction history)