Fern Wealth

As a valued client of Fern Wealth, you have access to our app, designed to provide a clear and comprehensive overview of your investments. It covers both liquid and illiquid assets managed across multiple custodians and investment advisors. With the app, you can effortlessly monitor your total assets, track overall returns, view asset allocation, and review your portfolio’s performance on a monthly and yearly basis—along with other key metrics. If you haven’t activated your app access yet, please reach out to your advisor for assistance. Note: This service is exclusively available to clients of Fern Wealth.