Client Center


Great Scott

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