Account Access

To access your accounts online, please click the Investor360°® button below.

With Investor360°, your online account access portal, you can:

  • View up-to-date information on all of your accounts, including current account balances and year-to-date transactions;
  • Get real-time stock quotes and charts;
  • Import data from other accounts to get a comprehensive view of all your investments; and
  • View and download monthly account statements and quarterly PPS performance reports.

If you have any questions about Investor360°, or would like to get access to it (or if you have forgotten your existing Investor360° login credentials), call us at 508.598.1082 or email us at

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.

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