Account Access

NEWS:

The new Investor360° experience will be released on Friday 8/18. You can watch this video to learn more about the enhancements. Below is a link to an overview of the new features and several instructional videos.

Popular Features Guide

Customizing the Dashboard

Customizing Holdings View

Exporting Account Activity

Uploading Documents

Markets and Research

Investor360° ACCOUNT ACCESS

Access your Commonwealth investment accounts,

view documents and correspondence, and send secure messages to Weller Group.

ALERT: Investor360° requires multifactor authentication (MFA) when you log in for a more secure login process. Please reference this instructional video to guide you through the MFA process.

Guides to Using Investor360°

LOGIN INSTRUCTIONS