Welcome Clients

Your Source for All Client Things

View Your Account
Investor 360 gives you access to a comprehensive view of all your investment accounts with us.
Investor 360 User Guide
Investor 360 Brochure
Forgot your password?
Give us a call and we can help! 617.471.6800

NEW! You can download the Investor360 app directly from the Apple App Store (for iPhones) or Google Play (for Androids). You can also search the App or Play store for Investor360° and follow the prompts to add the app to your smartphone or tablet.

Please log into eWealth for tax documents and statements relating to any AssetMark Account.
eWealthManager Client Registration Guide
Please log-in below for 24/7 access to detailed information about your financial life, from statements and asset updates, to the latest account activity and financial documents.
Investor 360 Client Login
Review Meetings
Your review meetings are a vital part of keeping your financial plans on track. The resources below will help to prepare you to make the most out of your meetings.