Investor Resources | Client Account Access

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 Investor360°®. It's easy ... here's how:

Via Investor360°:
  1. Go to the Statements & Tax Docs tab.
  2. Click on Most Recent Tax Documents.
If you need assistance with Investor 360° or would like online access to your account but have not received a password, please contact your advisor.



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