Access Your Accounts

Investor360°® provides access to consolidated account information for investments held through Commonwealth Financial Network®. If you have an ID and password for Investor360°, use the icon below to view your accounts online.  To obtain an ID and password, please contact John MacDonald at 978.388.3468 or John@dolanfinancialservices.com.

Good News!  Beginning May 26, 2016, Investor 360® users now have access to real time quotes.  When you request a quote, either by entering a stock symbol or through the Holdings page, you will the pop-up window below.  Once you choose "I Agree" to the update disclosures, any quote displayed will reflect the last trade across all exchanges.


Paperless Statements and Confirms

Once you establish online account access, you may opt to receive e-notifications of statement and trade confirmation delivery. Your statements and confirms are always available on Investor360° for your review. 

Link Additional Assets to Investor 360®

To obtain a comprehensive overview of your financial picture, link other savings and loan accounts to your Commonwealth accounts. If you would like additional information regarding this enhanced online feature, call us at 978.388.3468!

 

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This communication strictly intended for individuals residing in the states of AZ,FL,GA,MA,MD,ME,NH,RI,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.
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.
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