Account Access

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NOTICE:  Enhanced Security Update for Investor360 Users

The security of your personal financial is of paramount concern to us. To create an even more secure login process in Investor360°®, multifactor authentication (MFA) will be required for all users (mobile and desktop platforms) starting September 9th, 2021.  If you're having any trouble logging in, or just want more information about this new security feature, you can read this overview.  For step by step guide to logging in with MFA, you can also watch this video.


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Our state-of-the-art Investor360°® system gives you secure access to your account information anytime, anywhere.


Client Portal

Please click on the Investor360°® button below to
access your account information on line.



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.

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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.

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New to Investor360°®?

Click here for videos and other helpful information, including using Investor 360 secure messaging to send secure documents to our office. 

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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