Client 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.

View a demo 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°.


If you would like access, please submit your information below and indicate that you would like access to Wealthscape Investorsm in the Questions and Comments section. Please note that this requires a separate username and password than Investor360°


Account Access Request
If you are a current client and would like access to your account information online, please contact our office.


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This communication strictly intended for individuals residing in the states of AZ,CA,DC,FL,GA,IL,IN,KY,MA,MI,MO,NC,NY,OH,SC,TN,UT,VA,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.
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