Client Center

OUR PORTALS

Great Scott
View

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

The Great Scott View also offers you the ability to link checking, savings, 401(k), credit cards, mortgage, etc.

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

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

Client Scheduling
& Appointments

Fidelity 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

Please contact us.

Our staff is available for login assistance and to answer any questions you may have.

Check the background of this investment professional on FINRA’s BrokerCheck

Form CRS: Client Relationship Summary

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, DC, FL, GA, ID, KS, KY, ME, MD, MA, MN, MO, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TN, TX, WI, 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. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Great Scott Financial Services, 3101 Emrick Blvd., Suite 310, Bethlehem, PA 18020. Privacy_Policy