To access your account information, please select the appropriate button below. If you are unsure of which system you should be using, please contact us at (805) 541-6500.
If you do not currently have a username and password and would like access to your account online, please submit your information using the form below and someone will contact you regarding your request.
Investor 360 is the primary log-in to view your account information from Commonwealth Financial Network. You can see scanned documents and accounts held at other financial Institutions as of the end of the previous business day. Contact our office to set up these exciting features.
4myAccount gives you access to your accounts held only at National Financial Services which includes inter-day quotes and copies of confirmations.
Portfoliotoday is no longer available, all functionality has been moved to Investor 360.
David S. Nilsen
President & Chief Financial Advisor
1301 Chorro St.,
San Luis Obispo, Ca. 93401
tel (805) 541-6500
toll free (866) 786-0811