Current clients can access their account information by accessing Investor360°® using the button above and login information provided from your advisor. Through Investor360°® you can view
Consolidated view of brokerage and direct account balances
Books and Records information
Additional Assets (outside investments)
Manage your own login information
Investor360°® User Guide
NOTE: If you do not currently have a username and password and would like access to your account online, please contact our office.
See your statements and confirmations online in Investor360°®.
Fixed insurance products and services, and tax and accounting services, offered by Cape Point Wealth & Tax Management are separate and unrelated to Commonwealth.