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.

View a demo Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
Go Paperless: See your statements and confirmations online in Investor360°.


If you would like access, please submit your information below and indicate that you would like access to Wealthscape Investorsm in the Questions and Comments section. Please note that this requires a separate username and password than Investor360°


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