FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Client Logins

Mason Wealth Management 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.