Fidelity
As an independent financial adviser, McRae Capital Management never takes physical possession of a client's assets. Both cash and investments are held in the client's name at an independent third-party brokerage firm or bank. We recommend Fidelity Investments as a low cost, high quality brokerage firm, but can work with any brokerage firm as directed by the client.
For our clients with accounts at Fidelity, we have provided a link below to view their accounts on-line.
Click here to access the Fidelity Customer Login.