Client Access

To access your account information, please select the appropriate button to the left. If you are unsure of which system you should be using, please contact us.

If you do not currently have a username and password and would like access to your account online, please submit your information using the form below, and someone will contact you regarding your request.

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


If you would like access, please submit your information below and indicate that you would like access to Wealthscape Investorsm in the Questions and Comments section.

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 AL,AR,AZ,CA,CO,CT,DE,FL,GA,HI,IL,IN,KS,LA,MA,MD,ME,MI,MN,MO,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,SD,TN,TX,UT,VA,VT,WA,WI,WV,WY. 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®.
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