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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°





Investor360° Account Access Request Form



ADDITIONAL ONLINE ACCESS PROGRAMS

MONEYGUIDE PRO

ACCESS YOUR CUSTOMIZED

FINANCIAL PLAN

WEALTHSCAPE INVESTORSM

ACCESS YOUR BROKERAGE ACCOUNTS ONLINE

(formerly 4myaccount)