CLIENT ACCESS

For account access for those clients who have chosen the paperless statement option, please use the Investor360 button:

To access your brokerage accounts online, please use the 4myaccount! button below.

 

To access your managed accounts online, please use the Portfoliotoday button below.
Account Access Request Form

If you are interested in online account access, please submit your name so that we can contact you.
Full Name:
E-mail
Telephone:
Reminders:

Checks sent in for deposit to your accounts should be made out to:

N.F.S. fbo [your name]

If your account is an IRA, please add that to the information.  Example: John Smith has a rollover check from his previous 401(k).  He would instruct his company to make the check out like this:

N.F.S. fbo John Smith IRA

N.F.S. stands for National Financial Services.  FBO stands for "for benefit of."

Checks for financial planning should be made payable to Commonwealth Financial Network.


Client Service

In the event you are unable to reach our office, you may call 1-800-251-0080, x 2 for service-related matters.
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This communication is strictly intended for individuals residing in the states of
CO,CT,DC,DE,FL,GA,IN,MA,MD,NC,NH,NY,OR,VA.
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.

Securities and Advisory Services offered through Commonwealth Financial Network ®,
Member FINRA, SIPC, a Registered Investment Adviser.
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