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.
Watch this short video to learn how Investor360°® delivers easy online access to your complete financial life.
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) 433-0111 x132408
Vermont Area
Nicole Kondziela
[email protected]
(802) 549-5240