Client Center

Great Scott View

  • Consolidated snapshot of your finances
  • Secure document storage (wills, trust agreements, etc.)
  • 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

Fidelity Wealthscape Investor Log-in

  • 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

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

Please contact us.

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