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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

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Please contact us.

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

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Form CRS: Client Relationship Summary

The Financial Advisor (s) associated with the website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financials Network®, Member FINRA /SIPC, Registered Investment Advisor. Fixed Insurance products and services are separate from and not offered through Commonwealth Financial Network. 

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