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.
To access your accounts online, please use the Investor360°® button below.
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
dianadalton@cfnmail.com
(413) 236-3767
Central New York Team
Stephanie Hall
Stephaniehall@cfnmail.com
(315) 362-4413