Account Access

Brokerage Accounts

 

To access your brokerage accounts online, please use the Wealthscape Investor℠  button at left.

Investor360°®

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.

Curian

Curian

To access your Curian accounts online, please use the Curian Capital button at left.

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.

Most Recent Article

Caring for Your Aging Parents: Learn how to help your parents maintain their independence as they get older.

View the article