Client Access | Access Your Accounts

Most clients use the Investor360°® button to access detailed account information and their monthly consolidated statements online. You can also view the Investor360° user guide (below) for more information and step-by-step instructions for navigating Investor360°.

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°.


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


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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DE,FL,GA,LA,MA,MD,ME,NC,NE,NH,NJ,NY,OH,PA,SC,VA,VT,WI. 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 and advisory services offered through Commonwealth Financial Network®.
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