Client Access


♦  Access your accounts online by choosing the Investor360°® button for detailed account information including statements.

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

♦  For assistance, you can view the Investor360° user guide.

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°.


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