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.


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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


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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


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