Client Login

Please note: Most Clients will use the "Investor 360" link for account access.

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.

View a demo

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.


To access your brokerage accounts online, please use the Wealthscape Investor℠ button.

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.