Account Access

 

Client Account Access

Our Investor360°® system gives our clients secure access to their account information anytime. For more information, please use the links on this page.

Access Your Account Information via Investor360°®

Please click on the Investor360°® button to access detailed account information and statements online.
 

 

 

 

New to Investor360°®?

Click here for videos and other helpful information to find out more about our state-of-the-art account-access system

 

 

 

 

 

 

 

 

 

 

 

 

 

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Need Access? Sign Up Today

If you would like to access your account online but do not have login credentials, please call our office at (800) 443-1006 or e-mail us for assistance.

Paperless Statement Options

Registered users can also use Investor360º® to sign up to for paperless delivery of statements for accounts held at Commonwealth. Read more information and instructions.

Introduce Us

If you're happy with our services, we'd really appreciate it if you told your friends and business associates.   (If there's anything you're not happy with, PLEASE let us know right away!)

You can also email us to tell us about someone you think might benefit from talking with us.