Private Investment
Client Portal
Organize your private investments and create a free Basic Snapshot. Keep reported values, sponsor details, and investment records easier to review.
Free Basic Snapshot. No advisory engagement required.
Client Portal Login
Sign in or create a free Client account with your email. We will send you a six-digit verification code.
FOR ACCREDITED INVESTORS
Your private investments, in one place
Use the free Client Portal to organize your private investments, identify missing information, prepare better questions, and help an authorized representative locate past investments when you share your records.
No advisor is required for your free Basic Snapshot. FCM advice is optional and requires a separate agreement.
Training video and Sample Basic Snapshot
Client Portal walkthrough
Captioned walkthrough with on-screen instructions. This edition has no spoken audio.
Sample Basic Snapshot
Fictional training example. Client-generated and not independently verified. No advisor commentary.
Bookmark this address
https://fiduciarycm.com/fcm_investor_portal/
Proceed to secure Client Portal to register or loginKeep original records. Reported values may be outdated or uncertain. A report does not grant another person account access or replace estate documents.
A consolidated view
Bring private holdings and their reported values into one household inventory.
More informed conversations
Review exposure by sponsor, investment type, or geography with your advisor.
Records for the future
Help authorized family or estate representatives identify investments to follow up on.
A walkthrough before you begin
Learn how to sign in, add investments, review your information, and save your Snapshot.
Important information: The free Basic Snapshot organizes information supplied by you or identified sources. Holdings and reported values are not independently verified. It does not include advisor commentary or establish an advisory relationship. Private investments may be illiquid, involve substantial risk, and lack a readily available market value. Keep original ownership and investment records. Diversification does not eliminate the risk of loss.