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.

Money Guide Pro Button

     Financial Planning Access
     The MoneyGuideProTM button will take you to the log-in page for your financial plan. 

To access your financial plan you will need a seperate user-id and password which can be provided to you by your financial advisor.  This site will allow you to "play with" your financial data and assumptions.

Need Access?

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

(805) 541-6500

(866) 786-0811

Account Access Request Form

Account Access Request From


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