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.