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.
To access your brokerage accounts online, please use the Wealthscape Investor℠
Click here for more Wealthscape Investor℠ information.
Account Access Request Form
If you are interested in online account access, please submit your name so that we can contact you.