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Great Scott
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Here you can access a consolidated snapshot of your finances as well as secure document storage (wills, trust agreements, etc.).

Click below to access our Financial Planning Portal

Take control of your finances with access to budgeting and spending tools.

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Commonwealth Financial Network Log-in

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

Go “paperless” by registering for electronic delivery of prospectuses, tax documents, trade confirmations, and Proxy/shareholder communications

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Wealthscape
Investor Access

Click below for Account access

View account activity and monthly statements

Go “paperless” by registering for electronic delivery of prospectuses, tax documents, trade confirmations, and Proxy/shareholder communications

LOG IN