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.

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


To access your brokerage accounts online, please use the Wealthscape Investor℠  button.


If you are interested in online account access, please submit your name so that we can contact you.