ACCOUNT ACCESS | Investor360°

Click the Investor360° button below to view your account information online.


If you need a username and password, please use the form below to request one.
Please note: The only accounts you will see with Investor 360® are those associated with Commonwealth Financial Network®.  Accounts held elsewhere (i.e., FISERV, Non security insurance products, and fixed interest products) are NOT reflected in the value of these accounts.  For a complete update, you must schedule an in-house review of your financial status.

Investor360° Request Form

If you are interested in online account access, please submit your name so that we can contact you.

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CFP®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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