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Investor360°

Investor360° allows you to have your complete financial life right at your fingertips. Investor360° provides the power to see it all, with one, easy-to-use connection. It can be an executive summary of your financial life with customized dashboards displaying the information that's most important.


FEATURES:

  • ACCOUNT BALANCES, TRANSACTIONS, AND STATEMENTS/TAX DOCUMENTS

  • REAL-TIME QUOTES AND CHARTS

  • SECURE MESSAGING AND DOCUMENT SHARING

  • GOING PAPERLESS

  • MARKET RESEARCH

LOGIN TO INVESTOR360°



Additional Account Logins:


Financial Positioning System (myFPS™)

myFPS™ is an online dashboard, powered by E-money, to access your complete financial picture from anywhere, at any time, updated in real time. View your net worth, including balance sheets, cash flows, spending, budget, and run reports on your financial situation. You will also have access to your eVault, a secure place to house documents online. myFPS™ also provides education and training and will send you alerts in regards to your financial situation. It's features can be accessed anywhere on any device.

Login to myFPS™

SEI Investments

If you have an account at SEI and would like to access your account online.

Login to SEI Investments

Wealthscape Investor

Wealthscape Investor is an internet-based service providing you access to your National Financial Services account(s) that may have important tax documents from 2023 and before. Please use this login for your past/closed accounts that were established prior to our transition to Commonwealth Financial Network.

Login to Wealthscape Investor

Lincoln Annuity Accounts

If you are the owner of a variable annuity contract from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Lincoln Annuity Accounts

Jackson Annuity Accounts

If you are the owner of a variable annuity contract from Jackson National Life, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Jackson National