Client Access

  • Access your accounts 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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