2950 West Square Lake Road
Most clients will use the Investor360°® button to access detailed account information and their monthly consolidated statements online.
If you would like to access your account online but do not have login credentials, please contact our office for assistance.
Go Paperless. With Investor360º, eliminating paper takes just minutes! You will be able to view your statements and confirmations online in Investor360º.
Account Aggregation.A system that allows financial accounts held outside of Commonwealth to be displayed within Investor360°. You can add information about these assets to Investor360° and the data flows directly to our office. See how it works.
You can also view the Investor360° user guide for more information.