Account Access

View a demo

Current clients can access their account information by accessing Investor360°® using the button above and login information provided from your advisor.  Through Investor360°® you can view

  • Consolidated view of brokerage and direct account balances
  • Positions
  • Transactions
  • Books and Records information
  • Account/consolidated statements
  • Additional Assets (outside investments)
  • Manage your own login information

Investor360°® User Guide  

NOTE: If you do not currently have a username and password and would like access to your account online, please contact our office.

Go Paperless.
See your statements and confirmations online in Investor360°®.

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

Fixed insurance products and services, and tax and accounting services, offered by Cape Point Wealth & Tax Management are separate and unrelated to Commonwealth.

This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,IL,IN,NM,NV,NY,OH,OR,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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