Account Access

VF_Color_2022-04
 

 

 

 

 

 

2021 Tax Resources

2021 Tax Documents Calendar

2021 Taxes: Key Dates and Numbers

Managing my account.

i360
 

Click the Investor360°® button to access your detailed account information and monthly consolidated statements online. Please view the Investor360° user guide for more information.

Account Access Request Form

Account Access Request Form

CAPTCHA

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

Contact Our Client Services Team

We're here to help!
Email [email protected]
or call (860) 928-2341.

 

Go Paperless 

See your statements and confirmations online in Investor360°®.

​GO PAPERLESS​ 

 

New to Investor360°?

Watch this short video to learn how to get the most out of your Investor360° experience.

​WATCH NOW​ 

Join Our Online Community

Stay up to date on the latest news and resources to help you Plan Well, Invest Well, Live Well™!

 

FB-35x35
 

 
LinkedIn_IN_Icon_35px