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.

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

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. This communication is strictly intended for individuals residing in the states of @advisor_states. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. BerkshireBanc Investment Services is a division of Berkshire Bank. Berkshire Bank and Commonwealth are separate and unrelated entities.

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Form CRS: Client Relationship Summary