Links

To view your Shareholder Services Group account(s); please do the following.

1 - Click here.

2 - Select LOGIN. 

3 - Select CLIENT ACCOUNT ACCESS. You will be directed to the NetExchange Client site.

4 - Enter 47Y in the Financial Organization Number Field.

5 - Enter your User ID.

6 - Hit "Continue" which will direct you to the page where you enter your password.

7 - Enter password

8 - Click "Continue".

If you do not yet have a user ID or password, please contact Joseph Bucara (610.454.0727).

To view your Fidelity investment account, please click here.

To view Part 2 of JCB Financial's Form ADV, please click here 

To view a twelve minute video on the Certified Financial Planner Board's Ethical Standards and Disciplinary Procedures, please click here.