Access Your Portfolio

Galligan Financial Advisors

These include quarterly performance, consolidated holdings and realized gains/losses for tax planning.  Contact Galligan Financial for your Username & Password. 

Note: You need Adobe Acrobat Reader to view the Galligan Financial Reports. You can download it from here.

Schwab Alliance


Click on Schwab Alliance to access your Schwab Account for daily status.  Call 1-800-515-2157 for your Logon Id & Password.

Fidelity Retirement


Click on Fidelity Retirement to access your Retirement Account from Fidelity.  Call Fidelity to get you PIN.