Account Access

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.

Go Paperless: See your statements and confirmations online in Investor360°

Need Access?

If you do not currently have a username and password and would like access to your account(s) online, please contact one of the following individuals located within your area.

Massachusetts/Connecticut Area
Diana Dalton
[email protected]
(413) 236-3767

Central New York Team 
Stephanie Hall
[email protected]
(315) 362-4413

Vermont Area
Nicole Kondziela
[email protected]
(802) 549-5240