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Wealth Management Resources

Wealth Management Technology

Click here to view reports and vault on our Wealth Management System

Fidelity Investments Accounts

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TD Ameritrade Institutional Accounts

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Black Diamond Dashboard and Vault

Click here to log into your Black Diamond Portal to view your dashboard and your review reports.  If you have not yet created an account, please contact us so that we can help you do so.

About Fidelity Clearing & Custody Solutions

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage, investment, and reporting services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices, and wealthy families.

About TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind--impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients' needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.


Fidelity Investments is an independent company, unaffiliated with Barry Investment Advisors Fidelity Investments is a service provider to Barry Investment Advisors.

Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 577365.2.0


Barry Investment Advisors

We strive to understand and deliver the quality of client service that affluent and high net worth families appreciate. We focus on providing outstanding financial management service and attend to your needs with an unending commitment to personal attention, responsiveness, and professionalism.

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Contact

128 Union Street
Suite 507
New Bedford, MA 02740

Phone: (888) 992-8601
Fax: (508) 992-4700

info@barryia.com

© 2022 Barry Investment Advisors