It is our goal to provide easy access to your account(s) at any time. View your account(s) online through Commonwealth Financial Network by clicking on the buttons below.

Among the most common requests we receive from clients and tax preparers during tax season is the request for copies of tax documents generated by National Financial Services (NFS), the firm that processes your investment transactions held at Commonwealth. You can now retrieve copies of the NFS 1099s online through either Investor360°^® or 4myaccount!^®. Here's how:

Via Investor360°:

1. Go to Statements > Most Recent Statements, which gives access to the Statements & Records tab in 4myaccount.com!
2. Click on the Tax Documents tab.

Via 4myaccount:

1. Select Statements & Records from the Account Info menu, or Statements & Records from the Select Action menu on the main Portfolio Info page.
2. Click the Tax Documents tab to view 2009 tax statements.

If you need assistance or would like online access to your account but have not received a password, please contact your advisor.