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.


Need Access?

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

View a demo

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

​Account Aggregation Tour​ 

Account Aggregation is a system that allows financial accounts held outside of Commonwealth to be displayed in Investor360°®. You can add information about these assets to Investor360° and the data flows directly to our office.