Client Account Access
A Complete View of Your Financial Life
With Investor360°, your entire financial picture is as close as the palm of your hand. When you sign up to access your account online through Investor360° you’ll be able to:
- Quickly see YTD changes in your portfolio
- View a breakdown of balances in all your accounts
- Review all your specific investment holdings
- Access trade confirms, brokerage and consolidated statements with a single click
- Eliminate paper by electing electronic delivery
- Import investment data quickly and easily into your TurboTax or H&R Block software
- Store important financial and legal documents securely online
Sophisticated data encryption ensures that all your personal information is secure. And Investor360° also enables you to easily add all your other financial accounts (investments, loans, credit cards, and insurance) to give you a more comprehensive view.
Interested in accessing your account online but don’t yet have login credentials? Please contact our office.
What is Investor 360o Messages?
Investor360° Messages functions much like other e-mail applications you may be familiar with and allows you to easily and securely:
• Initiate messages to and respond to messages from our office
• Attach documents you wish to share with us
• View a centralized list of all secure messages we’ve sent you
What is account aggregation?
Account aggregation is a system that allows financial accounts held outside of Commonwealth to be displayed within Investor360°. You can add information about these assets to Investor360° and the data flows directly to our office.
The types of accounts you can add include investment, loan, credit card, and insurance accounts; account values update automatically through a nightly feed. We encourage all of our clients to leverage this service as it not only helps you see your overall financial household in one location, but it also allows us to better prepare for your review meetings.
How do I sign up for paperless statements?
Paperless Preferences: With Investor360º, eliminating paper takes just minutes! You will be able to view your statements and confirmations online in Investor360º.
How do I sign up for Investor360º?
If you would like to access your account online but do not have login credentials, please contact our office at 410.740.0220 for assistance.