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.
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.
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.