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Client Centered

We are pleased to share an exciting update that brings new advantages to your service experience with us.

Since founding McCarthy & Cox in 1999, whenever we have made business decisions, we have always tried to make clear, thoughtful, forward-looking choices grounded in your best interests.

Every step we’ve taken, including our transition to a Registered Investment Adviser (RIA) in 2024, has been guided by that same purpose: to better serve you.

Today, we’re taking another exciting step forward.

McCarthy & Cox is evolving and will eventually be known as Kintra Wealth. With that evolution, we will be introducing an enhanced client experience built on the best technology, expanded investment access, and elite-level planning capabilities.

This page is your guide to what’s ahead. You’ll find an overview of the transition, important milestones, and how we’ll walk you through each step. And, as always, if you have questions, we’re only a phone call or email away.

Take Action

Take Action

If you have received an email notification from McCarthy & Cox that your transition is starting, follow the easy step-by-step transition guide for details.

What's Happening and Why?

What's Happening and Why?

Our infrastructure partner for the last 18 years has been Commonwealth Financial Network®. It has been an amazing journey with them, and we are thankful for all they have done to help us become the successful planning firm we are today. Recently, Commonwealth announced that they were being acquired by a company called LPL.

After thoughtful consideration, we made the decision not to move forward with that transition and instead launch a new company, which will be called Kintra Wealth. There will be plenty of future communication behind that name and branding, but ultimately, there are dozens of reasons we believe this to be in the best interest of you, the client, as well as the staff of McCarthy & Cox.

Please know that we remain the same dedicated team you know and trust, with the same commitment to you, your family, and our entire community. We will simply be enhanced.

Explore the New Benefits to You

Fidelity Investments®
Your McCarthy & Cox accounts will be held with Fidelity Investments®. Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.

Fidelity benefits include

  • Through our relationship with Fidelity, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.
  • Working with Fidelity gives McCarthy & Cox access to a wide range of products and services that can help us serve the needs of our clients.
  • Accounts are carried by National Financial Services LLC (NFS), a Fidelity Investments broker-dealer and a member of NYSE and SIPC.  

What’s changing and when?

  • McCarthy & Cox will share your transition time frame via email.
  • McCarthy & Cox will send you an email to start the paperwork process via DocuSign.
  • You sign your documents using an approved  e-signature process.
  • Fidelity Brokerage Services LLC processes your account transfer, which typically takes three to five business days. During this time, there is a two-day blackout period. You will not have access to your accounts for money movement, transactions, or visibility for that brief timeframe. McCarthy & Cox will closely monitor your individual needs to minimize any disruption throughout the process.

Get to Know Orion, Your New Client Portal
Benefit from using Orion, the best-in-class client portal and preferred mobile application that empowers you to understand your complete financial life. Orion will provide you access to all your Fidelity accounts in a comprehensive view of your finances.

Orion benefits include

  • Consolidate your net worth, financial plans, process, account balances, and performances in a single location, and receive an executive summary from your advisor. 
  • View cohesive reporting of all assets and portfolios, including alternative investments from multiple platforms.
  • Use customized real-time dashboards to showcase what you want to see.
  • Upload, store, view, and send files with Orion’s Document Vault—even on the mobile app.
  • Use integrated tools and analytics to help assess and plan for your future. 

What’s changing and when?

  • As part of McCarthy & Cox, powered by Kintra Wealth, you’ll switch from your current client portal (Investor360°) to Orion.
  • You’ll receive an email from Orion with instructions for setting up your Orion user account.
  • The email will include a temporary password, valid for 24 hours. If you miss the 24-hour window, you can request a new temporary password from Orion.
  • Once you complete the Orion setup process, you can use the portal to view your accounts. Use this client guide for detailed guidance on setting up your account access. 
  • After accounts are transferred, new activity will be viewable on Orion or Fidelity.com. 
  • Visit Orion by using the Orion link on this website, or you may bookmark https://login.orionadvisor.com/. 
  • You will still have access to records of your closed accounts in Investor360°. Also, any accounts with Commonwealth named as the custodian will remain active in Investor360°. 

McCarthy & Cox Transition Guide

Frequently Asked Questions

Our infrastructure partner for the last 18 years has been Commonwealth Financial Network®. It has been an amazing journey with them, and we are thankful for all they have done to help us become the successful planning firm we are today. Recently, Commonwealth announced that they were being acquired by a company called LPL. After thoughtful consideration, we made the decision not to move forward with that transition and instead launch a new company, which will be called Kintra Wealth. There will be plenty of future communication behind that name and branding, but ultimately, there are dozens of reasons we believe this to be in the best interest of you, the client, as well as the staff of McCarthy & Cox. Please know that we remain the same dedicated team you know and trust, with the same commitment to you, your family, and our entire community. We will simply be enhanced.

No, you will continue to work with your current advisor and servicing team.

Yes, please see the Explore the New Benefits to You section above.

Once you transition to your new client portal, Orion, your accounts will no longer be active on Investor360°. However, you can still view your closed accounts in Investor360°.

Fidelity Investments® provides clearing, custody, or other brokerage services to McCarthy & Cox through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. McCarthy & Cox will still apply the same care and diligence as always to your financial planning and wealth management.

McCarthy & Cox will send you an email to confirm your transition timing.

The transition may take up to five business days, and includes a two-day blackout period. During this time, there is a two-day blackout period. You will not have access to your accounts for money movement, transactions, or visibility for that brief timeframe. McCarthy & Cox will closely monitor your individual needs to minimize any disruption throughout the process.

Yes, you will be required to sign documents using DocuSign and create logins for Fidelity.com and Orion. You will receive an email with instructions. Please see the Easy Step-by-Step Transition Guide above for details.

Please contact the McCarthy & Cox office.

After receiving your transition email from Fidelity, you’ll create a login. If you have a current login with Fidelity.com, NetBenefits®, or eWorkplace®, you can use your existing username and password to access your new account.

Visit Fidelity.com, select LOG IN, and then click Forgot username or password? Follow the steps on the website.

Access this user guide or contact the McCarthy & Cox office.

Contact the McCarthy & Cox office for assistance.

Yes, Orion, McCarthy & Cox’s preferred mobile app, is free and available for iOS and Android users. Visit your app store to add it to your mobile device.

Yes, you can still see your closed accounts and any accounts.

All signed documents will be returned to McCarthy & Cox. McCarthy & Cox will then send your documents to Fidelity to officially open your new account numbers and start the process of transferring your accounts. Once the account is open, you’ll receive an email from Fidelity.com requesting you set up a Fidelity.com login. If you already have a Fidelity.com login, you’ll be asked to login and opt into e-delivery. Once your new Fidelity accounts are funded, access to the Orion Client Portal can be enabled. You’ll receive an email from Orion (sender: noreply@orion.com) with instructions.

Looking for Additional Help?
If you have questions or concerns about the transition, please refer to the FAQs or contact the McCarthy & Cox office.

Fidelity Investments® (Fidelity) is an independent company, unaffiliated with McCarthy & Cox Retirement and Estate Planning Specialists or Orion. Fidelity Investments is a service provider to McCarthy & Cox Retirement and Estate Planning Specialists. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by McCarthy & Cox Retirement and Estate Planning Specialists and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Third party marks are the property of their respective owners. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1233573.1.0