Account Access

Access Your Account

Click on the Investor360°® button to access detailed account information and 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°.

 

 

View a Demo

View a demo

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

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance, at 320-203-6543.