Client Below is a quick walk through of how to navigate through your new Secure Client Vault. Please save this email for future reference. 

Regal Wealth Groups Secure Client Vault

To access the Client Vault, simply click the link enclosed in your Welcome email. or follow the link below.

Login Page

Login using your email address and the password you created. If you need to reset your password at any time please contact us.

Once logged in, you will see your Personal Finances.

Personal Finances

Under Personal Finances, you will see a summary of your account(s), positions, and asset information. You can choose to see a summary of all accounts or select an individual account to view the details.

Document Vault

In the Vault you will securely receive your Fidelity Documents and Portfolio Statements.

In the right hand corner you will see the eStatement Settings, New Folder, and Upload buttons.

• eStatement Settings is where you can edit the email address where you would like to receive notifications when a report has been delivered into your vault. • the New Folder button allows you to create folders to organize the documents shared with your Advisor.  • the Upload button allows you to upload documents to your vault.

Fidelity Documents To access your Fidelity Documents, click on Fidelity Documents. You will be asked to provide your name, date of birth, and the last four numbers of your social security number to login to your Fidelity.com account.

Please note it can take up to 24 hours for all your Fidelity documents to be uploaded into your Vault after you login.

If you do not have access to your Fidelity.com account please click the link below to register.

Fidelity Login

Contact My Advisor Click on the Contact My Advisor button to see your advisors contact number, send them a message using the form provided, or schedule an appointment.

Please reach out to us with any questions. ContactUs@regalwealthgroup.com or Call : 5627991929

Regal Wealth Group | regalwealthgroup.com

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