Client Portal

Online Account Access and Current Information

The following websites are being provided for information purposes only.  Topsfield Financial Group, Novem Group, and American Portfolios Financial Services are not affiliated with the websites listed, do not endorse, authorize or sponsor the following website links or its respective sponsors, are not responsible for the content of the website or the collection or use of the information regarding the websites’ users and/or members.  As you click a link to your account specific custodian, you are leaving this website.

CLIENT PORTAL

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Individual, IRA, Roth IRA and SIMPLE account access

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401(k)s with American Fund investments only

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Performance Reporting of your account(s) over any period

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401(k)s with mixed fund company investments

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Custodian/RIA Firm/Broker Dealer Relationships

Custodian

Charles Schwab is the custodian (where your accounts are held) for most of our advisory clients, and we use their trading platform and rebalancing software.  Charles Schwab provides monthly statements, and online and mobile access for accounts.

Registered Investment Advisor (RIA)

Novem Group is the registered investment advisor (RIA) firm through which we are investment advisor representatives.  The home office is in Rochester NY and they provide training, compliance, and audits so that we meet the requirements of the Securities and Exchange Commission (SEC).  RIAs are required to meet the fiduciary standard, placing their clients’ best interest ahead of their own.

Broker/Dealer

American Portfolios Financial Services (APFS) is an independent brokerage firm based in Holbrook NY that has financial advisors that give advice and sell commission based products. There is a relationship with Novem Group and APFS to provide homeland security checks and process required financial information on new clients as required by the Securities and Exchange Commission.  We maintain some legacy accounts through APFS.