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.
The Wealthscape Investor℠ button is for clients who would like Quicken and Microsoft Money download compatibility. If you would like access, please submit your information below and indicate that you would like access to Wealthscape Investor℠ in the Questions and Comments section.
Account Access Request Form
If you are interested in online account access, please submit your name so that we can contact you.