Client Portal
Financial Planning Login
This is your personal financial homepage powered by eMoney. Your entire financial life updated live, every day.
Please contact your advisor for access.
Clearing Firm Logins
NFS LLC (Fidelity)
This is to access your Fidelity account at the clearing firm via Wealthscape. Statements and tax forms can be found here.
Please contact your advisor for access.
Performance Reporting Login
Access all of your household’s accounts in one secure place. This includes a client portal for up to date information and reporting section for detailed performance information. This is accessed via CIRStatements.
Please contact your advisor for access.
Values Questionnaire
Tell your advisor what matters to you. Share the causes you care about and any areas you would prefer to avoid, so we can tailor your investment strategy to better reflect your values.
Click the link below to get started today.
Question? We’re here to help!
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.
+1 888 322 5881
info@sunsetcliffscapital.com
1635 Rosecrans Street, Suite B
San Diego, CA 92106