Client Login

Wealth Management & Portfolio Access

Wealth Management Solution – Login
Our comprehensive wealth management platform.

Investor360°^SM – Login
See an aggregated view of all of your accounts.

Direct/Custodian Account Access

SEI Portfolio Access – Login
View detailed reports of your SEI Institutional Mutual Fund and Managed Accounts.

Commonwealth 4myaccount!^® – Login
View cost basis, statements, and place trades on your brokerage accounts.

Need a Login?

To request online access to our Wealth Management Solution, Investor360°^SM or your accounts, please complete the form below. A member of our staff will contact you within one business day to complete your request.