CLIENT ACCESS

To access your account information, please select the appropriate button below. If you are unsure of which system you should be using, please contact us.

If you do not currently have a username and password and would like access to your account online, please submit your information using the form below and someone will contact you regarding your request.

Go Paperless with Commonwealth.
See your statements and confirmations online in Investor360°®.

 




To access your financial plan online, please use the MoneyGuidePro button below.
To access your directly held American Fund accounts, please use the link below.

American Funds

Go Paperless with American Funds.


Account Access Request

If you are interested in online account access, please e-mail your request to:

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