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.

If you do not have a Commonwealth Financial Network® account,  click the SEI button for direct access to the SEI website.

SEI_Account_Access_button
 

 

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.