Secure Access

Client Login

Your accounts are held by an independent custodian, and you sign in through that custodian’s own secure portal. Choose the portal that matches your account statements to view balances, documents, and activity.

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Fidelity

Wealthscape Investor

For accounts held at Fidelity Investments® (National Financial Services). View balances, statements, tax forms, and activity.

Pershing

Pershing: Net360

For accounts held at Pershing (BNY). View balances, statements, tax forms, and activity.

Charles Schwab

Schwab

For accounts held at Charles Schwab. View balances, statements, tax forms, and activity.

Need Help Signing In?

Not sure which portal holds your accounts, or having trouble signing in? Call our office at 706-238-9575 or email operations@dempseyi.com and we will point you to the right place.

Protect Your Accounts

  • Sign in only from the links on this page, or by typing the portal address yourself.
  • Turn on two-step verification wherever the portal offers it.
  • Dempsey Lord Smith will never ask for your password by email, text, or phone.