Account Access

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°
 
 

The Wealthscape Investor℠  button is for clients who would like Quicken and Microsoft Money download compatibility. Please note that this requires a separate username and password than Investor360°.

Plan Participant Logins

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Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.

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