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

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

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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.