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.
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°. If you would like access, please submit your information below and indicate that you would like access to Wealthscape Investor℠ in the Questions and Comments section.
Account Access Request Form
If you are interested in online account access, please submit your name so that we can contact you.