Account Access

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Client Portal

Please click here to access our state-of-the-art Investor360°® system for secure access to your account information anytime, anywhere.


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Need Access?  

If you need help or want to get set up to
access your account online, just e-mail or
call our office for assistance.


Investor 360

New to Investor360°®?

Click here for video overview of Investor360 benefits and other helpful information, and
click here for written instructions for using Investor360


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Go Mobile!

Use our Investor 360 mobile app to check
your account info wherever you are.  
Click here for more information




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Paperless Statement Options

Registered users can also use Investor360º® to  sign up to for paperless delivery of statements for accounts held at Commonwealth. 

Read more information and instructions.



Looking for Documents?

If you can't find the information you need online, just email us and we'll be happy to help.