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.
Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
Need Access?
If you would like to access your account online but do not have login credentials, please contact our office for assistance.
Go Paperless: See your statements and confirmations online in Investor360°.
 | The Wealthscape Investor℠ button is for clients who would like Quicken and Microsoft Money download compatibility. Please note that this requires a separate username and password than Investor360°. If you would like access, please submit your information below and indicate that you would like access to Wealthscape Investor℠ in the Questions and Comments section. |
If you are a current client and would like access to your account information online, please contact our office at (623) 889-0123 or e-mail dana@cwffinancial.net and we will contact you soon regarding your request.