Online Registration Agreement – Please read:
To assist our clients in monitoring their investment accounts, we are pleased to offer all our client’s secure online access to their current account statement over the internet. This service is offered as part of our continuing effort to ensure our clients have up to date information on their investment accounts.
Although we have taken special precautions to ensure the security of your password and user ID, we do caution our clients that it is their responsibility to ensure that the ID and password provided to them is kept confidential. We further caution you, that you should not access your accounts through any computer other than your own personal computer to ensure that your access or your account information does not fall into the wrong hands.
The internet is a public network and as such you need to take steps so that the security of your own computer is not compromised by consistently applying the latest anti-virus and software patches to prevent unwanted access to your information.
Access to your account is through a secure internet site and you will see evidence of this when you log on to see your information. An image of a yellow padlock in the locked position will appear on the toolbar. This tells you that the site you are accessing is a secure internet site.
For CommonWealth Financial Clients Only:
To register for your password for online statements, please submit the following information. If you have not heard back from us within 3 business days, please call our office to verify that we have received your request.