Account Access
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.
Go Paperless: See your statements and confirmations online in Investor360°
The Wealthscape Investor℠ button is for clients who would like Quicken and Microsoft Money download compatibility. Please note that this requires a separate username and password than Investor360°.