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°®.

wealthscape-investor 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