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