Client Logins & Resources

Secure Access to Your Accounts and Financial Tools

Client Logins & Resources

Secure Access to Your Accounts and Financial Tools

Your financial tools & insights, all in one place.

Welcome to the Nova Wealth Management Client Logins & Resources hub, designed to empower you with secure access to your financial accounts and a wealth of educational tools. Serving clients in Naples, Bonita Springs, Fort Myers, Marco Island, and across Southwest Florida, our goal is to make managing your finances simple, transparent, and stress-free. Whether you’re checking your portfolio or exploring retirement strategies, we’ve curated everything you need right here.

 

From our Bonita Springs office, we support Southwest Florida residents and clients nationwide with user-friendly resources and personalized service. Our fiduciary commitment ensures every tool and insight is designed to help you achieve your financial goals with confidence.

 

Secure Client Logins

Secure Client Logins

Access your financial accounts anytime through our secure, trusted platforms. Below are direct links to the most commonly used portals for our clients in Naples and Fort Myers:

American Funds

Manage your mutual funds investments.

Black Diamond

View your portfolio performance.

Fidelity

Check your retirement or brokerage accounts.

Interactive Brokers

Monitor your brokerage accounts.


Nationwide

Access your insurance & annuity accounts.


Schwab Alliance

Manage your Schwab investments.

American Funds

Manage your mutual funds investments.

Black Diamond

View your portfolio performance.

Fidelity

Check your retirement or brokerage accounts.

Interactive Brokers

Monitor your brokerage accounts.

Nationwide

Access your insurance & annuity accounts.

Schwab Alliance

Manage your Schwab investments.

 Having trouble logging in? Contact our Bonita Springs team at info@novawealthmanagement.com or call 1-888-677-9910 for immediate assistance.

educational resources for financial empowerment

educational resources for financial empowerment

These tools are crafted to help you make informed decisions, whether you’re a retiree in Naples or a family in Fort Myers planning for the future.

Video Library

Video Library

Webinars & explainers on retirement, estate planning, & more!
go to library

Financial Glossary

Financial Glossary

Clear definitions for terms like RMDs or fiduciaries
view terms

Cyber Security Guide

Cyber Security Guide

Protect your accounts from phishing & fraud.
view guide

Nova Blog

Nova Blog

In-depth articles on tax strategies retirement, & local financial trends.
go to blog

Why Our Resources Stand Out

Why Our Resources Stand Out

Tailored for Southwest Florida

Our content reflects the unique needs of Southwest Florida residents, from navigating Florida's tax laws to planning for a home near Fifth Avenue South.

Easy to Understand

We avoid jargon and focus on clear, actionable insights, ensuring you feel empowered, not overwhelmed.

Secure & Accessible

Our portals use industry-leading encryption, and our team is always available to assist clients in Marco Island or nationwide.

How to get started

How to get started

1.
Log into your accounts

Use the links above to access your portfolios or insurance accounts securely.

2.
Explore Our Resources

Dive into our blog, videos, or guides to deepen your financial knowledge.

3.
Connect with Us

Have questions? Schedule a complimentary consultation via our Contact Us page or join a seminar in Bonita Springs.

Stay connected with nova Wealth Management

Stay connected with nova Wealth Management

Whether you’re checking your investments or learning about tax strategies, we’re here to support your financial journey. Our Bonita Springs team serves Naples, Fort Myers, Marco Island, and clients across the U.S. with personalized service and trusted resources. Reach out today to access your accounts or explore our tools.

Your finances. Your future. Our commitment to clarity.

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