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.

Paperless Leaf

Go Paperless: See your statements and confirmations online in Investor360º.

View a demo


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


The Wealthscape Investor℠  button is for clients who would like Quicken and Microsoft Money download compatibility. Please note that this requires a separate username and password than Investor360°.

Need Access?

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

Secure Your Data

Computers on a desk in an office

Click here to learn important steps you can take to protect your data.