Account Access

Investor360 login

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.

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

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

View a Demo

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

Need Access?

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

Thank you!