Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide for more information.


View a demo Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.


Go Paperless: See your statements and confirmations online in Investor360°.


To access your brokerage accounts online, please use the Wealthscape InvestorSM button below. Please note that this requires a separate username and password than Investor360°.


Account Access Request
If you are a current client and would like access to your account information online, please contact our office.





Home | About | Services | Resources | Account Access | Market News | Contact
This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,HI,IN,MD,MN,NC,NE,NM,NV,NY,OR,PA,SC,TX,UT,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®. Member FINRA, SIPC.
CA Department of Insurance License Number: 0761225
Privacy Policy
© Copyright 2015 - 2017