Broker Check

Account Access

Current Client Login 

This is the NEW Wealthscape Investor Page with Kestra.  Please follow the login link below and follow the instructions to get your account established.  You will need your new account number(s) to do this.  Please call the office if you need assistance setting this up.

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Prior Client Login 

Investor360°

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.

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Prior Client Login 

Wealthscape Investor

The Wealthscape Investor  button is for clients who would like Quicken and Microsoft Money download compatibility. Please note that this requires a separate username and password than Investor360°.

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