Client Logins

Mason Wealth Management and Life & Legacy Planning Login

View your entire investment portfolio in one place. This tool will provide your current investment holdings, the funds in each holding, and the current value of your portfolio.  You will also have access to the following:

  • Client Portal
  • Account Aggregation
  • Document Vault with Shared Documents
  • Collaboration
  • Spending & Budgeting
  • Mobile Access
  • Alerts & Tasks
  • Screen Sharing

If you would like access, please contact Sara by email at sara@masonwealthmanagement.net, by phone at 585-697-9233 or click the "Contact Us" button below.

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AssetMark Login

View all your accounts held directly with AssetMark.  These accounts will begin with "3."

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National Financial Services (NFS) Login

View all your accounts held directly with National Financial Services (NFS).  These accounts will begin with "JW1," "DCY" or "SGQ."

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