Account Access

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.